Newsletters

HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

Calculators

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.
College Funding

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

Determine whether you should consider refinancing your mortgage.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.