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Newsletters
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New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
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Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
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What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.