Money at Work, LLC

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Money At Work, LLC Interest Rates: How Low Can They Go? When Do You Need a Will? Ready for Retirement?
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Welcome to Money At Work LLC

Money At Work, LLC, was founded in 1997 with the goal of assisting our clients pursue their personal financial objectives. We strive to provide superior customer service and have earned a reputation for excellence in our industry. As our clients’ “Personal CFO”, we make every effort to create financial stability and security through all stages of their lives. Our company is based on the principle that education and understanding of your current financial situation is vital to making prudent decisions concerning your future financial health.

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Helpful Content

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Doubling Your Money

Doubling Your Money

This calculator demonstrates the power of compound interest.

 

How Stocks Work

Understanding how a stock works is key to understanding your investments.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.

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Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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