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Financial Education

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Retirement Planning 

<p>When Should You Take Social Security</p>

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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<p>Should You Ever Retire?</p>

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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<p>Should You Tap Retirement Savings to Fund College?</p>

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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<p>How to Retire Early</p>

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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Investment Resources

<p>Asset Allocation</p>

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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<p>Investment Challenges of the Affluent Investor</p>

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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<p>What Is the Dividend Yield?</p>

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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<p>A Decision Not Made Is Still a Decision</p>

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.
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Tax Resources

<p>What If You Get Audited?</p>

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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<p>Federal Income Tax</p>

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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Estate Planning

<p>Estate Management 101</p>

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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<p>Four Steps to Valuing an Estate</p>

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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<p>When Special Care Is Needed: The Special Needs Trust</p>

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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<p>What's My Potential Estate Tax?</p>

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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Additional Resources

Financial Terms Glossary

You may not be familiar with financial terms while you're learning, and that's ok. Check out the glossary to discover more. 

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The Paladin Blog

Additional articles and blog posts ranging from Weekly Market Updates to Medicare Planning.

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