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Helpful Content

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

 

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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