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Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

 

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Doubling Your Money

This calculator demonstrates the power of compound interest.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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.

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Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

When Do You Need a Will?

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

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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