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Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much do you need to save each year to meet your long-term financial goals?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.