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Wills & Estates
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Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
There are four very good reasons to start investing. Do you know what they are?
Term insurance is the simplest form of life insurance. Here's how it works.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Five phases to changing unhealthy behaviors.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
With alternative investments, it’s critical to sort through the complexity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If you died, what would happen to your email archives, social profiles and online accounts?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Understanding the cycle of investing may help you avoid easy pitfalls.