Newsletters

• Can Your Personality Influence Your Portfolio? New Research Points to Yes

  The findings of two recent academic studies may offer insight into how investors can make more fruitful financial decisions.

• Don’t Forget About Credit When Planning for Retirement

  Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.

• HOT TOPIC: Rescuing America’s Safety Net

  This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.

• SECURE 2.0 Makes It Easier to Give and Receive

  The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.

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Calculators

• Mortgage Refinancing

  Determine whether you should consider refinancing your mortgage.

• Home Affordability

  Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

• 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.

• Mortgage Acceleration

  This calculator can help you determine how soon you can pay off your mortgage.

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