Newsletters

Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
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.
Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.