Newsletters

• How to Kill Your Zombie Subscriptions

  With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.

• SECURE 2.0: Big Impact for Small Businesses

  This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.

• New Medicare Rules Tackle Prescription Drug Prices

  The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.

• Diversifying with Market Caps

  The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.

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Calculators

• Disability Income Insurance

  How much Disability Income Insurance do you need?

• Life Expectancy

  Knowing your likely life expectancy is an important factor in making long-term financial plans.

• Lifetime Earnings

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

• Working While Collecting Social Security Benefits

  What will my net Social Security benefit be?

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