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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Getting Something for Giving
Charitable trusts may help your charity of choice while also providing you with potential tax benefits.
Retirement Countdown in a Down Market
The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.
An Estate is a Terrible Thing to Waste
A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.
Most Recoveries Are Announced Months After They Begin
Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.
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