Newsletters

Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
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.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.