Newsletters

• Why the EPA is Focusing on “Forever” Chemicals

  In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.

• 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.

• Does the Social Security COLA Help If You’re Not Receiving Benefits?

  This article explains how the COLA not only helps current beneficiaries, but also may increase future benefits for those who are not yet receiving Social Security payments.

• 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

• Long-Term Care Self Insurance

  Will you be able to afford nursing home care?

• Lifetime Earnings

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

• LTCI Cost of Waiting

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

• Net Worth

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

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