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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Saving on Subscription Service Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.