Helpful Content
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
How Income Taxes Work
A quick look at how federal income taxes work.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Rule of 72
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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.