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The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

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

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Insuring Your Second Home

Insuring Your Second Home

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

 

And the Executor Is

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

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Red Flags for Tax Auditors

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

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Historical Inflation

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

Lifetime of Earnings

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

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

Retirement Plan Distributions

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

Protecting Those Who Matter Most

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

5 Smart Investing Principles

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

Managing Your Lifestyle

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

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Jane Bond: Infiltrating the Market

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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Saving for College 101

Here’s a crash course on saving for college.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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