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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Six overlooked tax deductions to help manage your tax bill.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
If you find it hard to attain personal life goals, there’s an app for that!
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Four vacation destinations you might never have thought of.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Investors seeking world investments can choose between global and international funds. What's the difference?
Why are 401(k) plans, annuities, and IRAs so popular?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here’s a crash course on saving for college.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.