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Splurge or Save? Making the Most of Your Income-Tax Refund

Did you receive an income-tax refund this year? This article looks at some ways to use it.
A Wealth of Information: How to Read a Mutual Fund Prospectus

Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
Avoiding Probate

Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
Famous People Who Died Without Proper Planning

Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.