Helpful Content
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.
Rightsizing for Retirement
What does your home really cost?
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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Saving for College 101
Here’s a crash course on saving for college.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?