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Helpful Content
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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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.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Rightsizing for Retirement
What does your home really cost?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.