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The Facts About Income Tax Social Security: By the Numbers Ready for Retirement? The Rule of 72

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9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Insuring Your Business With a Buy/Sell Agreement

Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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5 Smart Investing Strategies

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

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

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.

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Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Should I Invest in Gold?

Learning more about gold, and its history, may help you answer that question.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

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