Newsletters

• Child Care Is a Budget Buster: Take Advantage of These Tax Breaks

  A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.

• Beware of These Life Insurance Beneficiary Mistakes

  Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.

• 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.

• New RMD Rules Give Retirement Savings More Time to Grow

  This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.

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Calculators

• Estate Taxes

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

• College Funding

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

• Impact of Inflation

  Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

• Home Affordability

  Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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