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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.

<p>Social Security: Maximizing Benefits</p>

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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<p>A Look at Systematic Withdrawals</p>

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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<p>The Cost of Procrastination</p>

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.
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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.

<p>Safeguard Your Digital Estate</p>

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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<p>Critical Estate Documents</p>

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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<p>Critical Estate Documents</p>

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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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.

<p>A Primer on Dividends</p>

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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<p>A Decision Not Made Is Still a Decision</p>

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.
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<p>Types of Stock Market Analysis</p>

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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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.

<p>When Does Your Personal Car Become a Commercial Vehicle?</p>

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?
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<p>Stay Safe with a B.O.P. At Your Back</p>

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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<p>The A, B, C, & D of Medicare</p>

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.
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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.

<p>Red Flags for Tax Auditors</p>

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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<p>Federal Income Tax</p>

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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<p>Do You Owe The AMT?</p>

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.
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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.

<p>Surprise! You&#8217;ve Got Money!</p>

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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<p>Weighing the Benefits of Prepaid Debit Cards</p>

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.
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<p>Once Upon a Goal</p>

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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Calculators

<p>Roth 401(k) vs. Traditional 401(k)</p>

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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<p>Saving for College</p>

Saving for College

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

Saving for Retirement

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