Newsletters

• How a Family Limited Partnership Can Power an Estate Plan

  A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.

• 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.

• A Mortgage Recast Is an Alternative to Refinancing

  This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.

• 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

• Net Worth

  A balance sheet summarizes your assets and liabilities and reveals your net worth.

• Taxable Equivalent Yield

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

• Life Expectancy

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

• Home Affordability

  Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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