Newsletters

HOT TOPIC: Real Estate Commission Changes Around the Corner

The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
Equity REITs: Is There Room for Real Estate in Your Portfolio?

This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
The IRS Wants More Info About Your Gig Income

If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
Are You Missing the Bull’s-Eye with a Target-Date Fund?

Two out of three 401(k) participants have assets in a target-date fund, but many may not fully understand how these “all-in-one” funds work.

Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Lease Payment

How much would your monthly lease payment be?
Taxable Equivalent Yield

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

Use this calculator to estimate how much income and savings you may need in retirement.