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WHAT WE DO
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Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
There are ways to improve your physical fitness without denting your fiscal fitness.
Life insurance proceeds are generally tax-free. But not in all cases.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Understanding the value of a home warranty.
Don’t overlook the need for renter’s insurance if you rent your home.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There are a few things to consider when buying or leasing your next vehicle.
If you died, what would happen to your email archives, social profiles and online accounts?
How do the markets usually react to elections? Was the 2016 election any different?
With alternative investments, it’s critical to sort through the complexity.
There are three things to consider before dipping into retirement savings to pay for college.