Newsletters
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HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
Surprised by the final numbers on your 2018 tax return? Here are some tips for adjusting withholding to help avoid surprises next tax season.
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Need to Tap Your 401(k)? Proceed with Care
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
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Insurance Strategies: Giving Old Life Insurance a New Purpose
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Car Affordability
How much can you afford to pay for a car?