Newsletters

• HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?

  This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.

• Cheaper Hearing Aids Are Coming to a Store Near You

  Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.

• A New Year, A New Opportunity to Save with a 529 Plan

  This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.

• How a Family Limited Partnership Can Power an Estate Plan

  A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.

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Calculators

• Tax-Deferred Savings

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

• Credit Card Debt

  How Long Will It Take to Pay my Balance?

• Mortgage Acceleration

  This calculator can help you determine how soon you can pay off your mortgage.

• Cash Flow Analysis

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

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