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Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

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Helpful Content

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Insurance Needs Assessment: Married With Children

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Apps that help small business owners better manage and grow their business.

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

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Enter various payment options and determine how long it may take to pay off a credit card.

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Determine your potential long-term care needs and how long your current assets might last.

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Use this calculator to better see the potential impact of compound interest on an asset.

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Principles that can help create a portfolio designed to pursue investment goals.

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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.

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

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Here are five facts about Social Security that might surprise you.

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Around the country, attitudes about retirement are shifting.

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$1 million in a diversified portfolio could help finance part of your retirement.

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The Power of Tax-Deferred Growth

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