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.

• Fixed Annuities: Retirement Income for Now or Later

  Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.

• 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.

• Home Energy Tax Credits

  There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.

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Calculators

• Cash Flow Analysis

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

• Home Affordability

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

• Estate Taxes

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

• Car Affordability

  How much can you afford to pay for a car?

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