What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Planning Your Legacy
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Financial Hacks for Millennials: Ways to Use Your Tax Refund
There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.