Newsletters

• 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.

• How a Family Limited Partnership Can Power an Estate Plan

  A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.

• HDHP/HSA Pairing May Help Control Medical Costs

  High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.

• Will You Work Beyond Traditional Retirement Age?

  Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.

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Calculators

• Estate Taxes

  Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

• Credit Card Debt

  How Long Will It Take to Pay my Balance?

• Home Affordability

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

• IRA Eligibility

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

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