Helpful Content
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Build a Stronger Financial Future
Learn about a financial asset that can help you build a stronger financial future.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The Twelve Steps to Living Confidently: Goals
A step-by-step plan to become more financially and emotionally confident can make this year awesome.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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What Smart Investors Know
Smart investors take the time to separate emotion from fact.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.