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Newsletters
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Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
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Technology Trend: How Blockchain Could Impact the Future
Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.
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Reviewing Business Structure in Light of Tax Changes
A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.
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Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
Find out how and why mergers and acquisitions take place (and why they matter to investors).
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.