AMERICAN WEALTH MANAGEMENT FORM CRS
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Newsletters
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Car Affordability
How much can you afford to pay for a car?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.