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Helpful Content
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
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.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Saving for College 101
Here’s a crash course on saving for college.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.