Newsletters

• HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy

  This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.

• SECURE 2.0 Act Expands Early Withdrawal Exceptions

  Discover exceptions to the federal income penalty for early withdrawals from tax-advantaged retirement accounts, including new exceptions added by the SECURE 2.0 Act.

• 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.

• All Eyes on the Earnings Picture

  Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.

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Calculators

• Lifetime Earnings

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

• Long-Term Care Self Insurance

  Will you be able to afford nursing home care?

• Estate Taxes

  Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

• Cash Flow Analysis

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

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