Resources
Retirement

Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Investments & Money

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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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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Estate

What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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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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Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Taxes

Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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