Newsletters

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.
Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.
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.
Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Required Minimum Distributions

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