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Educational Resources

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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
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Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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Investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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What Smart Investors Know

Smart investors take the time to separate emotion from fact.
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Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
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Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
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What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
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Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?
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How Big is Money?

Learn a little about worldwide currency in this fun infographic
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The Latte Lie and Other Myths

Do you know these three personal finance sayings?
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Calculators

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Saving for College

This calculator can help you estimate how much you should be saving for college.
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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
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