Newsletters

• Do You Have These Key Estate Planning Documents?

  This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.

• 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.

• Enriching a Teen with a Roth IRA

  A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.

• Breaking Down Clean Vehicle Tax Credits for Business Owners

  Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.

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Calculators

• Lifetime Earnings

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

• Savings Goals

  How much do you need to save each year to meet your long-term financial goals?

• Impact of Inflation

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

• Tax-Deferred Savings

  Compare the potential future value of tax-deferred investments to that of taxable investments.

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