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Helpful Content
U.S. Personal Savings Rate
What can be learned from the savings rate?
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Saving for College
This calculator can help you estimate how much you should be saving for college.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
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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?”
Emerging Market Opportunities
What are your options for investing in emerging markets?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Good Ship IPO
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.