Newsletters

Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Investing with Market Cap in Mind

Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
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.
Have You Set a Retirement Savings Goal?

Completing this simple worksheet can help establish a realistic retirement savings target.

Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Savings Accumulation

Estimate the future value of your current savings.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?