Newsletters

Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
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there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.

Calculators

Home Affordability

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

Estimate the future value of your current savings.
Credit Card Debt

How Long Will It Take to Pay my Balance?
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.