Adaptable Planning Across Multiple Generations
CALCULATORS
Explore our suite of financial calculators. Please contact us to discuss any questions.
CALCULATORSNewsletters
-
Charitable Giving Can Be a Family Affair
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
-
Stock Market Risks in the Spotlight
Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.
-
How Well Do You Understand Retirement Plan Rules?
From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.
-
Should You Speed Up Your Retirement Plans?
The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Car Affordability
How much can you afford to pay for a car?
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.