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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Couples may be able to head off many of the problems in a marriage that money can cause.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The uncertainties we face in retirement can erode our sense of confidence.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Do you have causes that you want to support with donations? Here are three tips.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here are five facts about Social Security that might surprise you.
What is your plan for health care during retirement?
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.