Newsletters
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A Pension Strategy That May Boost Your Income
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
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Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
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Cancer Happens: Insurance Can Help Fortify Your Finances
Although it’s scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.
Calculators
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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.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.