Newsletters

• Can Your Personality Influence Your Portfolio? New Research Points to Yes

  The findings of two recent academic studies may offer insight into how investors can make more fruitful financial decisions.

• New FAFSA Favors Grandparent College Giving

  Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.

• Don’t Forget About Credit When Planning for Retirement

  Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.

• Leave a Lasting Gift with an Ethical Will

  An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.

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Calculators

• Life Insurance

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

• Retirement Portfolio Lifespan

  How Long Will Your Funds Last?

• College Funding

  Use this calculator to estimate the cost of your child’s education, based on the variables you input.

• Federal Income Tax

  This calculator can help you estimate your annual federal income tax liability.

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