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Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

 

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

How Income Taxes Work

A quick look at how federal income taxes work.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Rightsizing for Retirement

What does your home really cost?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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