Newsletters
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New Changes to College Financial Aid and Education Tax Benefits
The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Lease Payment
How much would your monthly lease payment be?