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Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

 

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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