Newsletters

The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
Understanding the “No Tax on Tips” Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Credit Card Debt

How Long Will It Take to Pay my Balance?
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
LTCI Cost of Waiting

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