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Test Your Knowledge of Estate Planning

Estate planning can mean different things to different people. This quiz may help you increase your understanding of estate planning.

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New Job or Retirement? Take Control of Your 401(k)

When you leave your job or retire, you may have four options to manage funds in a work-based retirement plan, such as a 401(k), 403(b), or 457(b) plan.

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Social Security and Medicare: The Clock Is Ticking

A recent survey showed that only about half of workers and 6 in 10 retirees are confident that Social Security and Medicare will provide the same value in the future.(1) That’s not surprising.

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Man at desk in front of computer with documents and receipts; concept of reviewing personal finances or working on taxes.
A Midyear Tax Checkup May Help Manage Unwanted Tax Consequences

With the tax season a distant memory and summer already here, you have probably stopped thinking about taxes and are busy planning your annual vacation; however, midyear is also a good time for a tax checkup.

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The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most watched. Each monthly report is highly anticipated and can move the markets.

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