Newsletters
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Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
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Watch for These Hazards on the Road to Retirement
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
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Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
This article explains the basics of capital gains taxes when selling a home.
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Just Your Average Millionaire
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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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.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.