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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Here's a breakdown of how the federal government spends your tax money.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
A look inside the U.S. government's statistics on household net worth.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn how to harness the power of compound interest for your investments.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
The decision whether to buy or rent a home may have long-term implications.
Here are five facts about Social Security that might surprise you.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A bucket plan can help you be better prepared for a comfortable retirement.