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Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Can you keep up with your children’s mobile slang?
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Tips on insuring your teen driver.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A special needs trust helps care for a special needs child when you’re gone.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Around the country, attitudes about retirement are shifting.
Why are 401(k) plans, annuities, and IRAs so popular?
The decision whether to buy or rent a home may have long-term implications.