Newsletters
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.