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START PLANNING FOR YOUR FINANCIAL FUTURE NOW!
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"Plan Your Future...Enrich Your Life"
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Newsletters
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Did You Know Medicaid May Pay You as a Family Caregiver?
Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.
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Child Tax Credit for 2021: Will You Get More?
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
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Are You Ready to Cancel Your Cable TV?
Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
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HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?
Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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.
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Car Affordability
How much can you afford to pay for a car?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.