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  • Cash Flow Analysis

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

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Estate Taxes

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

  • 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.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Personal Inflation Rate

    Is your personal inflation rate higher or lower than the CPI?

  • 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?

Newsletters

Research Articles

  • Additional Liability Coverage

    Consider additional liability insurance to help protect you from the potentially devastating effects of liability lawsuits.

  • Assessing Disability Income Insurance

    Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.

  • Avoiding Probate

    The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

  • Charitable Giving

    To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

  • Charitable Lead Trusts

    Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.

  • Charitable Remainder Trusts

    A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

  • History of the Federal Estate Tax

    Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs.

  • HMOs and PPOs

    Selecting health insurance is often one of the most important decisions you will make. Do you know the different types?

  • Insuring Your Future

    To help you choose insurance wisely, determine how much coverage and what kind of policy is best for your situation.

  • Long-Term Care Costs

    The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.

  • Protecting Your Home

    Since your home is one of your greatest assets, you should make sure it is adequately protected. That's where homeowners insurance enters the picture.

  • Tax Deductions

    Changes to the tax code have left a few key deductions for itemizers, like medical, dental and some business expenses.

  • Tax Deferral

    There can be a substantial benefit to deferring taxes as long as possible.

  • Types of Health Coverage

    There are three basic types of medical insurance plans: fee-for-service, managed care, and high-deductible health plan.

  • Wealth Replacement Trusts

    A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.

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