Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

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Understanding the Alternate Valuation Date

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."

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

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

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

 

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

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.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

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

5 Smart Investing Principles

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

Protecting Those Who Matter Most

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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