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Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
What can be learned from the savings rate?
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are some key concepts to understand when investing for retirement
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Understanding the cycle of investing may help you avoid easy pitfalls.
How will you weather the ups and downs of the business cycle?
What if instead of buying that home, you invested that money?
Are Real Estate Investment Trusts right for your portfolio?