Newsletters

• HDHP/HSA Pairing May Help Control Medical Costs

  High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.

• Why the EPA is Focusing on “Forever” Chemicals

  In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.

• Four Key Objectives of a Sound Retirement Plan

  A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.

• Social Security 101

  Social Security is complicated, and the details are often misunderstood even by those who are already receiving benefits.

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Calculators

• Retirement Plan Early Distribution

  Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

• Required Minimum Distributions

  Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

• Working While Collecting Social Security Benefits

  What will my net Social Security benefit be?

• Cash Flow Analysis

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

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