Newsletters

  • HOT TOPIC: Rescuing America’s Safety Net

    This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.

  • Diversifying with Market Caps

    The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.

  • How Savers and Spenders Can Meet in the Middle

    Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.

  • Home Energy Tax Credits

    There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.

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Calculators

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Estate Taxes

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

  • Cost of Retirement

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

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