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Four Key Objectives of a Sound Retirement Plan

A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
HOT TOPIC: Can Consumers Keep Carrying the Economy?

Consumer spending has bolstered the economy amid inflation, higher interest rates, and a cooling job market. This article looks at what may be driving spending and what might derail its momentum.
A New Year, A New Opportunity to Save with a 529 Plan

This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Market Measures: Beyond the Dow

In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Lease Payment

How much would your monthly lease payment be?