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Discover Your Money Mind
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Guidance Driven Investing
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Healthy habits are one of the greatest gifts to give your child.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Tips to avoid checking in luggage on your next vacation.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Peer-to-peer payment apps are one of the newest ways to send money.
If you died, what would happen to your email archives, social profiles and online accounts?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Check out this video to begin separating fact from fiction.