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Helpful Content

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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