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Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.