Understanding Today’s Financial Environment
Newsletters
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.