Newsletters

Don’t Let Debt Derail Your Retirement

This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
A More Affordable Life Insurance Solution

Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
Fund Retirement and Reward Workers with a Cash Balance Plan

Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
Is Your Home Office Also a Tax Shelter?

This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.

Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Lease Payment

How much would your monthly lease payment be?
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Cost of Retirement

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