Newsletters

• Cheaper Hearing Aids Are Coming to a Store Near You

  Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.

• Setting a Retirement Savings Goal

  Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.

• 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.

• Much Ado About RMDs

  This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.

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Calculators

• Working While Collecting Social Security Benefits

  What will my net Social Security benefit be?

• Life Expectancy

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

• Home Affordability

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

• Credit Card Debt

  How Long Will It Take to Pay my Balance?

More Calculators »