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Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn about the risks of not having health insurance in this informative article.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Understanding how a stock works is key to understanding your investments.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Taking your Social Security benefits at the right time may help maximize your benefit.
When markets shift, experienced investors stick to their strategy.
The decision whether to buy or rent a home may have long-term implications.
Bucket lists don’t have to be for tomorrow.