Newsletters

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.
Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
How Savers and Spenders Can Meet in the Middle

Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Home Affordability

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

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.