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Member : American Institute of CPAs, North Carolina Society of CPAs , Personal Financial Planning Division of AICPA
A Living Trust Primer
Living trust are popular, but their appropriateness will depend upon your individual needs and objectives.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Here's a breakdown of how the federal government spends your tax money.
Bonds may outperform stocks one year only to have stocks rebound the next.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Smart investors take the time to separate emotion from fact.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
The decision whether to buy or rent a home may have long-term implications.
Are you ready for retirement? Here are five words you should consider.
How will you weather the ups and downs of the business cycle?