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Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

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Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Keep Your Umbrella Handy

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Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

 

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving—or dragging—the economy.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Estimate how much of your Social Security benefit may be considered taxable.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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How federal estate taxes work, plus estate management documents and tactics.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

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Have you explored all of your choices when it comes to managing your taxable income?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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The Junk Drawer Approach to Investing

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

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