Helpful Content
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Saving for College 101
Here’s a crash course on saving for college.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.