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Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.


Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

My Retirement Savings

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

Saving for College

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Rightsizing for Retirement

What does your home really cost?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.


Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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