Newsletters

Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Savings Goals

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

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.