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For Generations to Come
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Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
There are four very good reasons to start investing. Do you know what they are?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Five creative (and inexpensive) ideas for motivating your employees.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
Estimate your monthly and annual income from various IRA types.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
When should you take your Social Security benefit?
There are hundreds of ETFs available. Should you invest in them?
What is your plan for health care during retirement?
Pundits say a lot of things about the markets. Let's see if you can keep up.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn how to harness the power of compound interest for your investments.