Newsletters

Is Your Business Eligible for the Research and Development Tax Credit?

U.S. business owners who spent money to develop new products or improve existing products or trade processes may qualify for the federal R&D tax credit.
International Investing: Opportunity Overseas?

Some analysts believe foreign stocks may be poised for a comeback. Read about opportunities and risks involved with international stocks.
A More Affordable Life Insurance Solution

Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
Pension or Lump Sum: Which Should You Choose?

Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.

Calculators

Savings Accumulation

Estimate the future value of your current savings.
Taxable Equivalent Yield

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?