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Newsletters
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
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Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
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The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?