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When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

 

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

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Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

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18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

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