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Newsletters
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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
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The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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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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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.