Helpful Content
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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.
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.
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Saving for College 101
Here’s a crash course on saving for college.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
The Business Cycle
How will you weather the ups and downs of the business cycle?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.