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Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

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Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

 

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

My Retirement Savings

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Saving for College 101

Here’s a crash course on saving for college.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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