Newsletters
-
Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
-
ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
-
Indexed Annuities: Potential for Growth with Some Downside Protection
This article provides an overview of indexed annuities.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.