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.

• Tax-Loss Harvesting Offers Chance at Silver Lining

  Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.

• Social Security Offers Benefits from Birth Through Old Age

  The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. This article outlines other types of Social Security benefits.

• HOT TOPIC: Rescuing America’s Safety Net

  This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.

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Calculators

• IRA Eligibility

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

• Mortgage Refinancing

  Determine whether you should consider refinancing your mortgage.

• Life Insurance

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

• Tax-Deferred Savings

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

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