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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The uncertainties we face in retirement can erode our sense of confidence.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Second marriages are a trigger event to revisit any existing estate strategies.
Five phases to changing unhealthy behaviors.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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The average retirement lasts for 18 years. Are you prepared to fill that many days?
Understanding the cycle of investing may help you avoid easy pitfalls.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
It's easy to let investments accumulate like old receipts in a junk drawer.