Newsletters

Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
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.
What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

Calculators

Car Affordability

How much can you afford to pay for a car?
Cost of Retirement

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

How much will it cost to pay off a loan over its lifetime?
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.