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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Probate can be a completely public process, or it can be managed to include as little information as possible.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A letter of instructions provides additional and more personal information regarding your estate.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How will you weather the ups and downs of the business cycle?
A quick history of the Federal Reserve and overview of what it does.
Three things to consider before dipping into retirement savings to pay for college.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learn how to harness the power of compound interest for your investments.
What are your options for investing in emerging markets?