Newsletters
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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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Life Insurance in Retirement
Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
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Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth
A convertible bond is a regular corporate bond that comes with a special added feature: the investor has the right to convert it into shares of that company’s common stock.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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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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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.