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Newsletters
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HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
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Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.