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The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

A change in your mindset during retirement may drive changes to your portfolio.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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

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

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Get a snapshot of your overall financial picture by calculating your total net worth.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

See how inflation over time could affect the purchasing power of your retirement income.

Compare two different scenarios side by side to see how they stack up over time.

Here's a crash course on saving for college.

Learn about the difference between bulls and bears—markets, that is!

The decision whether to buy or rent a home may have long-term implications.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

A special needs trust helps care for a special needs child when you’re gone.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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