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Resources
Financial planning involves the integration of many different disciplines. Tax and estate planning, insurance selection, and investment management are just a few of the important arenas to consider.
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Helpful Content
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.