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Practical Information for Financial Success

The information contained in this website is derived from sources believed to be accurate. You should discuss any legal, tax, or financial matters with the appropriate professional. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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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Newsletters

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

Leaving Memories, Not a Mess

Although it is not a legal document, a letter of instructions enables you to clearly describe your preferences for a variety of issues, such as organ donations, memorial/funeral arrangements, and other details that are not specified in a will or a trust.

Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

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