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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.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Understanding how a stock works is key to understanding your investments.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Protect yourself against the damage that your homeowners policy doesn’t cover.
When you’re married and have children, insurance needs will be different.
It sounds simple, but paying yourself first can really pay off.
What can be learned from the savings rate?
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
With alternative investments, it’s critical to sort through the complexity.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
There’s been a lot of talk about Tax Reform. What might it look like?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.