Newsletters
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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Test Your Knowledge of Estate Planning
Taking this quiz may help increase understanding of estate planning.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.