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WSEA - Wisconsin Society of Enrolled Agents
NATP - National Association of Tax Professionals
NSTP - National Society of Tax Professionals
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
When it comes to generational differences, knowing the facts can be difficult.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Explore the growing influence women wield over the economy with this handy infographic.
Key questions to answer when you are considering retirement.
This worksheet can help you estimate the costs of a four-year college program.
Without your knowing, your investment portfolio could be off-kilter.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A bucket plan can help you be better prepared for a comfortable retirement.
Preparing for the unexpected can make all the difference if your family relies on your income.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learn about cyber liability insurance in this entertaining video.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.