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Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Business Cycle
How will you weather the ups and downs of the business cycle?