Tax Preparation and Financial Planning from a "Tax Smart Perspective."
Newsletters
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Bonds Can Offer Stability Even with Rising Rates
Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.
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Consider REITs for Income and Diversification
Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?