.jpg)
Newsletters
-
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
-
REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
-
HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?