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Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Uncommon Knowledge for Your Life
See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance.
Commitment and Money Conversations
Talking about money isn’t as scary as it seems.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Important items to consider when purchasing condo insurance.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
When should you take your Social Security benefit?
The market is as unpredictable as the weather. We’d love to help you prepare.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How does your ideal retirement differ from reality, and what can we do to better align the two?