Planning For Tomorrow.....
Newsletters
-
Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
-
Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
-
Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
-
Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.