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IS YOUR FAMILY PREPARED? Life’s emergency situations require advance planning. Preparation is key, which is why for years we have encouraged our own families, friends, and clients to use our Document Checklist & Family Organizer Worksheet.
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IS YOUR FAMILY PREPARED? Life’s emergency situations require advance planning. Preparation is key, which is why for years we have encouraged our own families, friends, and clients to use our Document Checklist & Family Organizer Worksheet.
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Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate the future value of your current savings.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Knowing your likely life expectancy is an important factor in making long-term financial plans.