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Financial Planning Resources

Looking for more insight? You've come to the right place.

Find articles, videos, quizzes and more on the different topics below.

Investments

<p>The Great Debate Continues: Active vs. Passive</p>

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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<p>Bridging the Confidence Gap</p>

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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<p>Estimating the Cost of College</p>

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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<p>What&#8217;s Your Investment IQ?</p>

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Retirement

<p>Choices for Your 401(k) at a Former Employer</p>

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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<p>Retirement Traps to Avoid</p>

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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Insurance

<p>Social Media: #NewestBusinessLiabilityRisk</p>

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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<p>The Other Sure Thing</p>

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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<p>Assess Your Life Insurance Needs</p>

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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<p>Test Your Life Insurance Knowledge</p>

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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Taxes

<p>Filing Final Tax Returns for the Deceased</p>

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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<p>The Facts About Income Tax</p>

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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<p>Five Most Overlooked Tax Deductions</p>

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.
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Estate Planning

<p>What is the Value of Your Business?</p>

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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<p>When Do You Need a Will?</p>

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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<p>What is the Value of Your Business?</p>

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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Lifestyle

<p>The Best Apps in Travel</p>

The Best Apps in Travel

Technology tips to make your next trip even better.
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<p>To Buy or Not to Buy</p>

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.
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<p>Avoiding Cognitive Decline</p>

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.
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