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The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
It's important to understand how inflation is reported and how it can affect investments.
It sounds simple, but paying yourself first can really pay off.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Understanding the cycle of investing may help you avoid easy pitfalls.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are a few things to consider when buying or leasing your next vehicle.
There’s an alarming difference between perception and reality for current and future retirees.