Newsletters

• Keep an Eye Out for IRS-Related Scams

  Although IRS scams are especially prevalent during tax season, they also take place throughout the year. This article identifies some common tax scams and offers tips to help avoid becoming a victim.

• New FAFSA Favors Grandparent College Giving

  Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.

• 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.

• Why Buy Life Insurance During Unsettled Economic Times?

  This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.

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Calculators

• Life Expectancy

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

• Tax-Deferred Savings

  Compare the potential future value of tax-deferred investments to that of taxable investments.

• Savings Goals

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

• LTCI Cost of Waiting

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

More Calculators »