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Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Do You Owe The AMT?

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.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

 

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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