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.

• Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work

  Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.

• HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024

  The SECURE 2.0 Act made wide-ranging changes to U.S. tax laws related to retirement savings. This article provides an overview of some important provisions that take effect in 2024.

• HOT TOPIC: Soft Landing or Delayed Recession?

  This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.

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Calculators

• IRA Eligibility

  Use this calculator to determine whether you qualify for the different types of IRAs.

• Life Insurance

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

• Federal Income Tax

  This calculator can help you estimate your annual federal income tax liability.

• Impact of Inflation

  Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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