Newsletters
-
What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
-
ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
-
FAFSA for 2025-2026 School Year Opens December 1
Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.
-
Market Measures: Beyond the Dow
In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Savings Accumulation
Estimate the future value of your current savings.