Newsletters

• 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.

• 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.

• Can Your Personality Influence Your Portfolio? New Research Points to Yes

  The findings of two recent academic studies may offer insight into how investors can make more fruitful financial decisions.

• 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.

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Calculators

• Cost of Retirement

  Use this calculator to estimate how much income and savings you may need in retirement.

• Savings Accumulation

  Estimate the future value of your current savings.

• Savings Goals

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

• Life Expectancy

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

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