Newsletters

• HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?

  This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.

• Enriching a Teen with a Roth IRA

  A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.

• 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.

• HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024

  The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.

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Calculators

• Retirement Plan Early Distribution

  Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

• Impact of Inflation

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

• Net Worth

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

• College Funding

  Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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