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Calculators

Savings Goals

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

Roth IRA Conversion

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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

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