Other Financial Topics
Calculators
- Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
- Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
- Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.
- Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
- Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
- Long-Term Care Self Insurance
Will you be able to afford nursing home care?
- Savings Accumulation
Estimate the future value of your current savings.
- Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Flipbooks
- Financial Management Insight: Strategies to Help Build Your Future
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
- Financial Protection: Using Insurance to Help Manage Life’s Risks
Home, auto, life, disability — Protect your financial interests by having the appropriate insurance coverage.
- Time to Get Tax-Savvy: Managing Your Tax Burden
Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use.
- Wealth Preservation: Planning to Leave a Legacy
An estate planning strategy could increase the value of your estate and help avoid potential conflicts and delays.
Research Articles
- Am I Prepared for Long-Term Care Expenses?
The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.
- Do I Need Disability Income Insurance?
Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.
- How Can I Benefit from a Wealth Replacement Trust?
A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.
- What Key Estate Planning Tools Should I Know About?
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Videos
- Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.