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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

 

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Does Your Portfolio Fit Your Retirement Lifestyle?

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Lifestyle considerations in creating your retirement portfolio.

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

 

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Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

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.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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