Newsletters

• Mutual Funds: What’s in Your Portfolio?

  Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.

• Individual Bonds vs. Bond Funds: What’s the Difference?

  Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.

• How Taxes Impact Your Retirement-Income Strategy

  Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.

• A Mortgage Recast Is an Alternative to Refinancing

  This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.

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Calculators

• Lifetime Earnings

  This calculator is designed to help you attach a dollar figure to your life’s work.

• Mortgage Refinancing

  Determine whether you should consider refinancing your mortgage.

• Net Worth

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

• Working While Collecting Social Security Benefits

  What will my net Social Security benefit be?

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