Newsletters
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Real Estate for Income and Diversification
Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.
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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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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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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.