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Helpful Content

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Put It in a Letter

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

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

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

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Saving for College 101

Here’s a crash course on saving for college.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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