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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.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

And the Executor Is

And the Executor Is

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

When Should You Take Social Security

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

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Inflation & Retirement

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

Protecting Those Who Matter Most

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

Your Cash Flow Statement

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

Tax Management Strategies

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

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The Business Cycle

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

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Women and Retirement

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

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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