- "The future depends on what you do today."
- - Mahatma Ghandi

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- Steve Jackson's - Personal SmartVestor Disclosure
Newsletters
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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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Midyear Checkup: Can You Contribute More to Your Retirement Plan?
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?