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.

• Key Retirement and Tax Numbers for 2024

  This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

• REITs, Rates, and Income

  This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.

• Bear Market Emotions: Strategy vs. Reaction

  Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.

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Calculators

• Net Worth

  A balance sheet summarizes your assets and liabilities and reveals your net worth.

• Roth IRA Conversion

  This calculator can help you determine whether you should consider converting to a Roth IRA.

• Life Expectancy

  Knowing your likely life expectancy is an important factor in making long-term financial plans.

• Mortgage Acceleration

  This calculator can help you determine how soon you can pay off your mortgage.

More Calculators »