Newsletters

• Child Care Is a Budget Buster: Take Advantage of These Tax Breaks

  A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.

• 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.

• HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan

  Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.

• 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

• Life Insurance

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

• Savings Goals

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

• Home Affordability

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

• Loan Payoff

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

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