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A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
Estimate the future value of your current savings.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.