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Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
A letter of instruction provides additional and more personal information regarding your estate.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Try these activities to keep your brain sharp.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Have you found yourself suddenly single? Here are 3 steps to take right now.
What is your plan for health care during retirement?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Are you ready for retirement? Here are five words you should consider.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What does your home really cost?