Newsletters
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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.
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Moving to Another State? Consider These Tax Moves
Moving to a new state may have tax consequences that can follow you long after you settle in.
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Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Savings Accumulation
Estimate the future value of your current savings.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?