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Newsletters
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Your Business: New Rules for Writing Off Restaurant Meals
The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.
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Real Estate for Income and Diversification
Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.
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New Changes to College Financial Aid and Education Tax Benefits
The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Savings Accumulation
Estimate the future value of your current savings.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.