16 Wall Street Cliches in 60 Seconds The Junk Drawer Approach to Investing Suddenly Single: 3 Steps to Take Now Emerging Market Opportunities

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Helpful Content

Your DNA Test

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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.

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Can I Refinance My Mortgage?

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

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

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

Managing Your Lifestyle

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

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The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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 Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Busting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

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