Understanding Today’s Financial Environment
Newsletters
-
Ghost Tapping Scams Are on the Rise: What You Need to Know
While ghost tapping sounds like something out of a scary movie, it’s a scam that can have very real consequences.
-
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
-
Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
-
HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Calculators
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.