Determine your potential long-term care needs and how long your current assets might last.
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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.