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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.

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