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What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

 

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Stop Wasting Money

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Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

My Retirement Savings

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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.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

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Are Real Estate Investment Trusts right for your portfolio?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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

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