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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
How Income Taxes Work
A quick look at how federal income taxes work.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
For some, the social impact of investing is just as important as the return, perhaps more important.
It may help your business be better prepared in the event of the death of a principal or key employee.
Five phases to changing unhealthy behaviors.
Retirees traveling abroad need to know that their health insurance travels with them.
Bonds may outperform stocks one year only to have stocks rebound the next.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
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.
For women, retirement strategy is a long race. It’s helpful to know the route.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What is your plan for health care during retirement?
What are your options for investing in emerging markets?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.