Newsletters

• 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.

• Tax-Loss Harvesting Offers Chance at Silver Lining

  Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.

• Social Security 101

  Social Security is complicated, and the details are often misunderstood even by those who are already receiving benefits.

• HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024

  The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.

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Calculators

• 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.

• Life Expectancy

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

• Cash Flow Analysis

  This Cash Flow Analysis form will help you weigh your income vs. your expenses.

• LTCI Cost of Waiting

  Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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