Newsletters

• Medical Debt and Your Credit Report

  This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.

• Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

  The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.

• New FAFSA Favors Grandparent College Giving

  Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.

• ISM Indexes Watch for Trouble on Both Sides of the Economy

  Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.

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Calculators

• Cash Flow Analysis

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

• Car Affordability

  How much can you afford to pay for a car?

• Life Expectancy

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

• Required Minimum Distributions

  Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

More Calculators »