Newsletters

Charitable Giving Can Be a Family Affair

Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
Your Social Security Statement: What’s in It for You?

This article explains some of the key information provided on a personalized Social Security Statement.
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.
A Map for Your Family

A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?

Calculators

Home Affordability

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

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.