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“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Bonds may outperform stocks one year only to have stocks rebound the next.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
The importance of life insurance, how it works, and how much coverage you need.
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 some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A special needs trust helps care for a special needs child when you’re gone.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What does your home really cost?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Why are 401(k) plans, annuities, and IRAs so popular?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.