Newsletters
-
What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
-
Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Calculators
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Lease Payment
How much would your monthly lease payment be?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?