Helpful Content
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
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College Savings
See how much you may need to save now to cover future college costs for your child.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
