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Capital Gains Taxes
Estimate short-term and long-term federal capital gains taxes
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Stocking Up on Cash: Scared or Prepared?
Having enough cash to make it through an illness, injury, job loss, or other financial emergency can help you avoid taking on debt or tapping your retirement assets.
The Problem with Investment Gains
Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.
Don't Forget the World
If your portfolio doesn't include some global equities, it may be missing a key dimension.
Confident in Consumer Confidence?
The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.
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