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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Estimate the total cost in today's dollars of various mortgage alternatives.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
The Ivory Tower Changes Wall Street
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Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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This calculator helps estimate your federal estate tax liability.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Estimate how much income may be needed at retirement to maintain your standard of living.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Saving for College 101
Here’s a crash course on saving for college.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.