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From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

 

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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