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Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.