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CFP™, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Retirement Portfolio Lifespan
How Long Will Your Funds Last?

Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.

Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.

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The Coming Retirement Boom
In 2008, a new era will dawn that economists and policymakers have been anticipating for years with a mixture of curiosity and trepidation: baby boomers will begin turning 62, ushering in an unprecedented long-term shift in the balance between working and retired Americans.

The High Cost of Low Coverage
The cost of not carrying adequate life insurance could be far more expensive to surviving family members than the cost of the additional premiums.

You’ve Sold It: What’s Next?
If you are a business owner who is considering selling your enterprise soon, you may be able to reap even greater rewards by doing a little prep work now.

New Lease on Life
Can your risk-protection strategy benefit from a whole-life insurance policy?

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