Newsletters

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

Calculators

Savings Accumulation

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

How Long Will It Take to Pay my Balance?
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
IRA Eligibility

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