Newsletters

• 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.

• Enriching a Teen with a Roth IRA

  A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.

• 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.

• HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024

  The SECURE 2.0 Act made wide-ranging changes to U.S. tax laws related to retirement savings. This article provides an overview of some important provisions that take effect in 2024.

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Calculators

• Disability Income Insurance

  How much Disability Income Insurance do you need?

• College Funding

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

• Savings Accumulation

  Estimate the future value of your current savings.

• Cash Flow Analysis

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

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