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.

• 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.

• Setting a Retirement Savings Goal

  Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.

• Small Businesses Could Face Borrowing Challenges

  Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.

More Newsletters »

Calculators

• IRA Eligibility

  Use this calculator to determine whether you qualify for the different types of IRAs.

• LTCI Cost of Waiting

  Estimate the potential cost of waiting to purchase a long-term care insurance policy.

• Savings Goals

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

• Mortgage Refinancing

  Determine whether you should consider refinancing your mortgage.

More Calculators »