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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Making Moves to the Money Market
Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.
Love and Marriage and Retirement
More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.
Get Your Retirement Reality Check
A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.
Confident in Consumer Confidence?
The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.
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