Newsletters
-
Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
-
Just Your Average Millionaire
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
-
Indexed Annuities: Potential for Growth with Some Downside Protection
This article provides an overview of indexed annuities.
-
Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.