Newsletters

Three Market-Moving Economic Indicators to Watch

Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions

This article explains what will be changing and who can expect to receive higher Social Security benefits due to the Social Security Fairness Act.
It’s Complicated: Inheriting IRAs and Retirement Plans

The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
Can You Put the Brakes on Rising Auto Insurance Premiums?

Auto insurance premiums increased more than 18% between July 2023 and July 2024. This article outlines some steps that may help reduce premiums.

Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?