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Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The market is as unpredictable as the weather. We’d love to help you prepare.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Marriage changes everything, including your insurance needs.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The uncertainties we face in retirement can erode our sense of confidence.
An inside look at how marginal income tax brackets work.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How do the markets usually react to elections? Was the 2016 election any different?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have causes that you want to support with donations? Here are three tips.
The decision whether to buy or rent a home may have long-term implications.
It's easy to let investments accumulate like old receipts in a junk drawer.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.