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Contact: Brian East, CFP®In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate the future value of your current savings.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.