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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Retirees traveling abroad need to know that their health insurance travels with them.
How literate are you when it comes to your finances? Brush up with these five basics.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
What can be learned from the savings rate?
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Bucket lists don’t have to be for tomorrow.
Peer-to-peer payment apps are one of the newest ways to send money.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Do you have causes that you want to support with donations?
A special needs trust helps care for a special needs child when you’re gone.