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Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
An inside look at how marginal income tax brackets work.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
There are common mistakes you can avoid when saving for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There’s an alarming difference between perception and reality for current and future retirees.
$1 million in a diversified portfolio could help finance part of your retirement.
Here are five facts about Social Security that might surprise you.
Are Real Estate Investment Trusts right for your portfolio?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.