Car Affordability

How much can you afford to pay for a car?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Variables You Can Count On

One way to pursue gains in the stock market while also limiting downside risks is through the use of living benefit guarantees that are offered with some variable annuities (for an additional cost).

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

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