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WSEA - Wisconsin Society of Enrolled Agents
NATP - National Association of Tax Professionals
NSTP - National Society of Tax Professionals
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This article will help your clients with blended families think and prepare their estate strategy.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
What if instead of buying that vacation home, you invested the money?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Here’s a quick guide to checking to see if you have unclaimed money.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?