Newsletters

• Why Buy Life Insurance During Unsettled Economic Times?

  This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.

• Will You Work Beyond Traditional Retirement Age?

  Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.

• How Taxes Impact Your Retirement-Income Strategy

  Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.

• 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.

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Calculators

• Impact of Inflation

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

• Life Expectancy

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

• Savings Goals

  How much do you need to save each year to meet your long-term financial goals?

• Lifetime Earnings

  This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators »