Understanding Today’s Financial Environment
Newsletters
-
Why Renters Should Have Their Own Insurance
Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
-
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
-
Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
-
Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
Calculators
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.