Newsletters

• Understanding Life Insurance

  Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.

• Keep an Eye Out for IRS-Related Scams

  Although IRS scams are especially prevalent during tax season, they also take place throughout the year. This article identifies some common tax scams and offers tips to help avoid becoming a victim.

• New Medicare Rules Tackle Prescription Drug Prices

  The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.

• HOT TOPIC: What’s Happening in the World of Higher Education?

  This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.

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Calculators

• Cash Flow Analysis

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

• IRA Eligibility

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

• 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.

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