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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
An inside look at how marginal income tax brackets work.
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.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
At what point can you call a personal vehicle a commercial?
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
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
There are some key concepts to understand when investing for retirement
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.
Are Real Estate Investment Trusts right for your portfolio?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
It's easy to let investments accumulate like the junk in a junk drawer.
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.
A quick history of the Federal Reserve and overview of what it does.