Newsletters

• Enriching a Teen with a Roth IRA

  A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.

• 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.

• Does the Social Security COLA Help If You’re Not Receiving Benefits?

  This article explains how the COLA not only helps current beneficiaries, but also may increase future benefits for those who are not yet receiving Social Security payments.

• The Federal Reserve’s Key Meeting Dates in 2024

  This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.

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Calculators

• Cash Flow Analysis

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

• Taxable Equivalent Yield

  Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

• Savings Accumulation

  Estimate the future value of your current savings.

• Lifetime Earnings

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

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