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Newsletters
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Asset Protection: Make Sure Your Umbrella Is Big Enough
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
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Is Your Business Eligible for the Research and Development Tax Credit?
U.S. business owners who spent money to develop new products or improve existing products or trade processes may qualify for the federal R&D tax credit.
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Fund Retirement and Reward Workers with a Cash Balance Plan
Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
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Is the Medicare Donut Hole Really Closed?
This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Lease Payment
How much would your monthly lease payment be?