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Our site is filled with educational videos, articles, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A few strategies that may help you prepare for the cost of higher education.
What can be learned from the savings rate?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
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
Smart investors take the time to separate emotion from fact.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Three things to consider before dipping into retirement savings to pay for college.
Have you explored all of your choices when it comes to managing your taxable income?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
What does your home really cost?