Life Insurance/Wealth Preservation Planning/Financial Management
Newsletters
-
Business Owners: Should You Organize as an LLC?
Establishing an LLC creates a separate legal entity to help shield a business owner’s personal assets from lawsuits brought against the firm by customers or employees.
-
SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
-
Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
-
Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Calculators
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.