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Four Questions on the Roth Five-Year Rule

This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
Why Family Businesses Should Have Succession Plans

Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
Watch Out for These Financial Pitfalls in the New Year

Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
All-in-One Funds: Targeting Time or Risk?

This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?