Newsletters

• ISM Indexes Watch for Trouble on Both Sides of the Economy

  Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.

• HOT TOPIC: What’s Happening in the World of Higher Education?

  This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.

• Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?

  High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.

• SECURE 2.0 Makes It Easier to Give and Receive

  The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.

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Calculators

• Life Expectancy

  Knowing your likely life expectancy is an important factor in making long-term financial plans.

• Life Insurance

  How much life insurance would you need to produce a sufficient income stream for your family?

• Impact of Inflation

  Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

• Loan Payoff

  How much will it cost to pay off a loan over its lifetime?

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