Newsletters

• Don’t Forget About Credit When Planning for Retirement

  Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.

• Four Key Objectives of a Sound Retirement Plan

  A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.

• Medical Debt and Your Credit Report

  This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.

• Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

  The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.

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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.

• IRA Eligibility

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

• Savings Accumulation

  Estimate the future value of your current savings.

• Cash Flow Analysis

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

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