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Helpful Content
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.