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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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<p>Self-Employed Retirement Plans</p>

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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<p>Filing Final Tax Returns for the Deceased</p>

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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<p>Inflation & Your Money</p>

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
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<p>Estate Management 101</p>

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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<p>Insurance Needs Assessment: Married With Children</p>

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.
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