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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Protect yourself against the damage that your homeowners policy doesn’t cover.
A collection of tips from professional travelers.
Five phases to changing unhealthy behaviors.
Second marriages are a trigger event to revisit any existing estate strategies.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Smart investors take the time to separate emotion from fact.