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Sign-up NowMuni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
How much life insurance would you need to produce a sufficient income stream for your family?
Compare the potential future value of tax-deferred investments to that of taxable investments.
How much do you need to save each year to meet your long-term financial goals?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.