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Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
For homeowners who think their property taxes are too high, there are ways to appeal.
How Medicare can address health care needs in your retirement strategy.
Try these activities to keep your brain sharp.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
One way to find money is to examine your current spending habits and eliminate money wasters.
Is your estate in order? This short quiz may help you assess your overall strategy.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
If you died, what would happen to your email archives, social profiles and online accounts?
A special needs trust helps care for a special needs child when you’re gone.
Bucket lists don’t have to be for tomorrow.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Around the country, attitudes about retirement are shifting.
There’s an alarming difference between perception and reality for current and future retirees.