Newsletters

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.
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
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.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.