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Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Life insurance proceeds are generally tax-free. But not in all cases.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
With alternative investments, it’s critical to sort through the complexity.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: Right Now.
$1 million in a diversified portfolio could help finance part of your retirement.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.