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Financial Information

Estate Planning
      Estate Planning 5-Minute Video
      Wills
      Revocable Trusts
      Irrevocable Trusts
      Understanding Probate
            Probate-5 Minute Video
      Surviving Spouse Checklist
      Important Documents for Settling Estates

Income Planning
Tax Press Release-01/12/13
Real Estate in your Retirement 
      The Basics
      What Your IRA Can't Do in Owning Real Estate
      Examples of Real Estate Investments Using IRA Funds   
The New Roth 401k
Delaware Ranks 4th in Best Places to Retire

Investment Calculators

Investment Returns
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.

Municipal Bond Tax Equivalent Yield
Income generated from municipal bond coupon payments are not subject to Federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.

Mutual Fund Expense Calculator
This calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund's prospectus, you can see the impact of fees and operating expenses on your investment.



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