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As our nation ages, many Americans are turning their attention to caring for aging parents.

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Tax Rules When Selling Your Home

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The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

Crowdfunding—Capital for the 21st Century

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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This calculator compares the financial impact of leasing versus buying an automobile.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Surprises

Making the most of surprises is a great reason to work with us.

Is Tax Reform on the Agenda?

There’s been a lot of talk about Tax Reform. What might it look like?

Will You Pay the AMT?

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