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How Income Taxes Work
A quick look at how federal income taxes work.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
What does the Tax Reform and Jobs Act mean for you?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Here's a breakdown of how the federal government spends your tax money.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Pundits say a lot of things about the markets. Let's see if you can keep up.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here’s a quick guide to checking to see if you have unclaimed money.
Do you have causes that you want to support with donations? Here are three tips.
How will you weather the ups and downs of the business cycle?