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Other Financial Topics
Calculators
- 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?
- Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.
- 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?
- Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Flipbooks
- Financial Management Insight: Strategies to Help Build Your Future
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
- Financial Protection: Using Insurance to Help Manage Life’s Risks
Home, auto, life, disability — Protect your financial interests by having the appropriate insurance coverage.
- Time to Get Tax-Savvy: Managing Your Tax Burden
Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use.
- Wealth Preservation: Planning to Leave a Legacy
An estate planning strategy could increase the value of your estate and help avoid potential conflicts and delays.
Newsletters
- A Steady Strategy
Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
- Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.
- Company Stock and Your Retirement Strategy
This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
- Concerned About Inflation? Consider TIPS
Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.
- Considerations When Making Gifts to Children
This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
- Crisis Averted? Financial Help for Struggling Renters and Landlords
Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
- Don’t Let Debt Derail Your Retirement
This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
- HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.
- HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.
- International Investing: Opportunity Overseas?
Some analysts believe foreign stocks may be poised for a comeback. Read about opportunities and risks involved with international stocks.
- Pension or Lump Sum: Which Should You Choose?
Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.
- Stock Market Risks in the Spotlight
Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.
Research Articles
- Am I Prepared for Long-Term Care Expenses?
The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.
- Do I Need Disability Income Insurance?
Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.
- 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.
- How Can a Living Trust Help Me Control My Estate?
A living trust can help control the distribution of your estate upon death.
- How Can I Benefit from a Charitable Lead Trust?
Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.
- How Can I Benefit from a Charitable Remainder Trust?
A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.
- How Can I Benefit from a Wealth Replacement Trust?
A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.
- How Can My Gift Benefit Me and the Charity?
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
- How Likely Am I to Need Long-Term Care?
If you were to suffer an illness or disability that required long-term nursing care, would you be covered?
- How Long Will It Take to Double My Money?
Before making investment decisions, it is helpful to determine the real rate of return on the investment.
- How Will I Pay Estate Taxes?
If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.
- What Are Some Tips for Managing My Money?
A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
- What Are the Pitfalls of Probate?
The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.
- What Is Tax Deferral?
There can be a substantial benefit to deferring taxes as long as possible.
- What Is the Best Form of Property Ownership for Me?
Sole ownership, joint tenancy, tenancy in common, and community property have special benefits for property owners.
- What Key Estate Planning Tools Should I Know About?
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
- What Savings Alternatives Are Available?
There are a number of savings alternatives that could help you earn a reasonable rate of return.
Videos
- Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.