Newsletters

• 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.

• Time to Bulk Up Your Emergency Fund

  A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.

• 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.

• Individual Bonds vs. Bond Funds: What’s the Difference?

  Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.

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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.

• 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.

• 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.

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