Newsletters

Naming a Trusted Contact

It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.
Adjusting Your Tax Withholding

Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.
Diversifying Your Portfolio with International Flair

Do you know the benefits and risks of investing in foreign markets using international mutual funds or ETFs? Find out in this article.
Dividends for Income and Total Returns

Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.

Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.