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Calculators

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Newsletters

A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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