Newsletters
-
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
-
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
-
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
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.