Newsletters

• Do You Have These Key Estate Planning Documents?

  This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.

• HOT TOPIC: Rescuing America’s Safety Net

  This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.

• Four Key Objectives of a Sound Retirement Plan

  A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.

• 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.

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Calculators

• Retirement Portfolio Lifespan

  How Long Will Your Funds Last?

• Savings Accumulation

  Estimate the future value of your current savings.

• Net Worth

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

• Cash Flow Analysis

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

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