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Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A letter of instruction provides additional and more personal information regarding your estate.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Here's a breakdown of how the federal government spends your tax money.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are three things to consider before dipping into retirement savings to pay for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What does your home really cost?
Are Real Estate Investment Trusts right for your portfolio?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Roth IRAs are tax advantaged in a different way from traditional IRAs.