Do You Know Your Number?
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Are you on the right path? Do you know exactly how much money you would need to retire comfortably and remain comfortably retired? Working with our team, we help you build and maintain your financial independence.
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Newsletters
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FAFSA in the Fall for Lower Stress
New rules enable families to begin the FAFSA earlier using tax returns from two years prior to the academic year.
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Equity REITs and Rising Rates
Fundamental factors that can affect the short- and longer-term performance of equity REITs, including taxation of REIT shares.
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Insuring a Home-Based Business
Operate a business out of your residence? Consider an in-home business insurance policy as homeowners insurance coverage may not be sufficient.
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Required Minimum Distribution Rules
When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.
Calculators
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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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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.