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Making Your Tax Bracket Work

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Have you explored all of your choices when it comes to managing your taxable income?

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Jane Bond: Infiltrating the Market

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IRA Withdrawals that Escape the 10% Tax Penalty

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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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Comparing Mortgage Terms

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator will help determine whether you should invest funds or pay down debt.

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This calculator compares the financial impact of leasing versus buying an automobile.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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5 Smart Investing Strategies

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

Retirement Plan Distributions

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

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When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Bursting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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