Newsletters

Fixed Annuities: Retirement Income for Now or Later

Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Individual Bonds vs. Bond Funds: What’s the Difference?

Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
Year-End 2024 Tax Tips

Here are some things to consider when weighing potential tax moves before the end of the year.
Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

This article explains the basics of capital gains taxes when selling a home.

Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?