The Basics of Social Security Retirement Benefits
Financial Planning: Helping You See the Big Picture
Newsletters
-
Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
-
The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
-
Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
-
Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Calculators
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.