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Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Bonds may outperform stocks one year only to have stocks rebound the next.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
When considering life insurance, it's important to understand your options.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Do your insurance needs stay the same when the nest empties?
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
If you died, what would happen to your email archives, social profiles and online accounts?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
$1 million in a diversified portfolio could help finance part of your retirement.
There are three things to consider before dipping into retirement savings to pay for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?