New Territory — Detours — Life's Curves
We can help you navigate
We can help you navigate
Newsletters
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Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
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Avoiding Probate
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
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How Long Should You Keep Financial Records?
The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
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Small Businesses Should Prepare for Stronger Tax Enforcement
The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.