Newsletters

What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
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.
What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Cost of Retirement

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

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