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Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
This worksheet can help you estimate the costs of a four-year college program.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
A quick look at how federal income taxes work.
Life insurance proceeds are generally tax-free. But not in all cases.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The decision whether to buy or rent a home may have long-term implications.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
With alternative investments, it’s critical to sort through the complexity.
A bucket plan can help you be better prepared for a comfortable retirement.
There’s an alarming difference between perception and reality for current and future retirees.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.