Understanding Today’s Financial Environment
Newsletters
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Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Car Affordability
How much can you afford to pay for a car?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?