Other Financial Topics
Calculators
- Car Affordability
How much can you afford to pay for a car?
- Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
- Credit Card Debt
How Long Will It Take to Pay my Balance?
- Lease Payment
How much would your monthly lease payment be?
- Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
- Long-Term Care Self Insurance
Will you be able to afford nursing home care?
- Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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
- How Can a Living Trust Help Me Control My Estate?
A living trust can help control the distribution of your estate upon death.
- What Is Tax Deferral?
There can be a substantial benefit to deferring taxes as long as possible.
Videos
- Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.