Understanding Today’s Financial Environment
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Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
A four-step framework for building a personal legacy.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
In the face of divorce, making changes to insurance coverage may be overlooked.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here is a quick history of the Federal Reserve and an overview of what it does.
There are hundreds of ETFs available. Should you invest in them?
Investors seeking world investments can choose between global and international funds. What's the difference?
Even low inflation rates can pose a threat to investment returns.