Newsletters

HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Credit Card Debt

How Long Will It Take to Pay my Balance?
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.