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Helpful Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Annuity Comparison

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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

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

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

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Principles of Preserving Wealth

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

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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