Newsletters

• Medical Debt and Your Credit Report

  This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.

• Beware of These Life Insurance Beneficiary Mistakes

  Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.

• HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan

  Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.

• Bear Market Emotions: Strategy vs. Reaction

  Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.

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Calculators

• Estate Taxes

  Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

• IRA Eligibility

  Use this calculator to determine whether you qualify for the different types of IRAs.

• Taxable Equivalent Yield

  Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

• Life Insurance

  How much life insurance would you need to produce a sufficient income stream for your family?

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