Newsletters

• What’s Required of the Executor of an Estate?

  Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.

• How Taxes Impact Your Retirement-Income Strategy

  Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.

• HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy

  This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.

• Understanding Life Insurance

  Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.

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Calculators

• LTCI Cost of Waiting

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

• Disability Income Insurance

  How much Disability Income Insurance do you need?

• Credit Card Debt

  How Long Will It Take to Pay my Balance?

• College Funding

  Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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