Newsletters

Can You Put the Brakes on Rising Auto Insurance Premiums?

Auto insurance premiums increased more than 18% between July 2023 and July 2024. This article outlines some steps that may help reduce premiums.
Market Measures: Beyond the Dow

In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.
Setting a Retirement Savings Goal

Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Insurance Gaps May Pose Risks for High-Net-Worth Households

It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
College Funding

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

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.