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Helpful Content
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
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.
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.
When Markets React
When markets shift, experienced investors stick to their strategy.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.