Resources
Retirement
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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Investments & Money
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
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A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
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Estate
Taxes
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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