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  • Cash Flow Analysis

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

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Estate Taxes

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

  • Home Affordability

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

  • Lifetime Earnings

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

  • Loan Payoff

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

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Savings Goals

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

Flipbooks

Newsletters

Research Articles

  • Assessing Disability Income Insurance

    Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.

  • Charitable Giving

    To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

  • Charitable Lead Trusts

    Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.

  • Charitable Remainder Trusts

    A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.

  • Doubling Your Money

    Before making investment decisions, it is helpful to determine the real rate of return on the investment.

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

  • History of the Federal Estate Tax

    Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs.

  • Long-Term Care Costs

    The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.

  • Long-Term-Care Needs

    If you were to suffer an illness or disability that required long-term nursing care, would you be covered?

  • Paying Estate Taxes

    If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.

  • Tax Deferral

    There can be a substantial benefit to deferring taxes as long as possible.

  • United States Tax History

    American tax law is a constantly changing landscape. The latest major piece of tax legislation is the Tax Cuts and Jobs Act of 2017.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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