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Retirement

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
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Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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Investments & Money

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
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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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A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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Estate

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.
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Principles of Preserving Wealth

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

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Taxes

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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Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.
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What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
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What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
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