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Newsletters
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Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
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Interest Rates and the Economy
Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?
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What Medicare Won’t Cover
See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
Calculators
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Lease Payment
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.