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Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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