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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This worksheet can help you estimate the costs of a four-year college program.
Do your insurance needs stay the same when the nest empties?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
There are ways to improve your physical fitness without denting your fiscal fitness.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What does your home really cost?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A special needs trust helps care for a special needs child when you’re gone.
There’s an alarming difference between perception and reality for current and future retirees.