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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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An Estate is a Terrible Thing to Waste
A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.
Mark Your Calendar
Once we approach the end of our working years, birthdays take on a renewed importance.
Keeping Up with College Costs
The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.
HOT TOPIC: New Rules Likely Making Credit Cards More Expensive
New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.
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