Newsletters

• 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.

• Much Ado About RMDs

  This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.

• All Eyes on the Earnings Picture

  Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.

• New FAFSA Favors Grandparent College Giving

  Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.

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Calculators

• Disability Income Insurance

  How much Disability Income Insurance do you need?

• Mortgage Refinancing

  Determine whether you should consider refinancing your mortgage.

• Car Affordability

  How much can you afford to pay for a car?

• Lifetime Earnings

  This calculator is designed to help you attach a dollar figure to your life’s work.

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