Other Financial Topics

Calculators

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

E-Seminars

Newsletters

Research Articles

  • Cash Management Basics

    A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

  • Long-Term Care Costs

    The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.