Newsletters

• 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.

• How a Family Limited Partnership Can Power an Estate Plan

  A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.

• Small Businesses Could Face Borrowing Challenges

  Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.

• Cheaper Hearing Aids Are Coming to a Store Near You

  Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.

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Calculators

• Loan Payoff

  How much will it cost to pay off a loan over its lifetime?

• Life Insurance

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

• Cost of Retirement

  Use this calculator to estimate how much income and savings you may need in retirement.

• Savings Goals

  How much do you need to save each year to meet your long-term financial goals?

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