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.
What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

Calculators

Home Affordability

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

How much would your monthly lease payment be?
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?