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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Gaining a better understanding of municipal bonds makes more sense than ever.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There’s an alarming difference between perception and reality for current and future retirees.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
There are nearly 1,200 ETFs available. Should you invest in them?
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.
Why are 401(k) plans, annuities, and IRAs so popular?