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Newsletters
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
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Considerations When Making Gifts to Children
This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Savings Accumulation
Estimate the future value of your current savings.