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Account View LoginIn the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
How much will it cost to pay off a loan over its lifetime?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Determine whether you should consider refinancing your mortgage.
This calculator is designed to help you attach a dollar figure to your life’s work.