Financial Planning Strategies
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A Map to Guide Your Family
A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.
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ETFs on the Rise
ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.
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Need to Tap Your 401(k)? Proceed with Care
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
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Reviewing Business Structure in Light of Tax Changes
A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.