Life Insurance/Wealth Preservation Planning/Financial Management
Newsletters
-
Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
-
HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
-
HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Calculators
-
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?
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.