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Access The Latest ReportsEveryone wants to have enough money to live well, but what do you really want to achieve with your wealth? What are your hopes and dreams?
Learn More About Our MissionThe SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
This calculator can help you determine how soon you can pay off your mortgage.