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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

Choosing a Business Structure

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

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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The Other Sure Thing

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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