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Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This worksheet can help you estimate the costs of a four-year college program.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
A letter of instruction provides additional and more personal information regarding your estate.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
Here is a quick history of the Federal Reserve and an overview of what it does.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.