Newsletters

Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
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.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Buying a Condo? Focus on the Financials

Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.

Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?
Lease Payment

How much would your monthly lease payment be?
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.