Savings Basics
Financial Calculators
Prepare for Life Events
Podcast
Estate Planning: Consider the Tax Basis of Gifted OR Inherited Property
Tax basis can be important when deciding whether to make gifts now or transfer property at your death.
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Balancing 401(k) & HSA Contributions
If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder how best to take advantage of them.
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Understanding Your Credit Report
Your credit report contains information about your past and present credit transactions. It’s used primarily by potential lenders to evaluate your creditworthiness.
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3 Regrets of Retirees
A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their lifestyles to compensate for financial shortfalls.(1)
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Four Things Women Need to Know about Social Security
Ever since a legal secretary named Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income.
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