Newsletters

• Does the Social Security COLA Help If You’re Not Receiving Benefits?

  This article explains how the COLA not only helps current beneficiaries, but also may increase future benefits for those who are not yet receiving Social Security payments.

• 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.

• What’s Required of the Executor of an Estate?

  Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.

• Leave a Lasting Gift with an Ethical Will

  An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.

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Calculators

• Loan Payoff

  How much will it cost to pay off a loan over its lifetime?

• Impact of Inflation

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

• Required Minimum Distributions

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

• Mortgage Refinancing

  Determine whether you should consider refinancing your mortgage.

More Calculators »