Other Financial Topics
Calculators
- 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.
- 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 My Gift Benefit Me and the Charity?
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
- How Likely Am I to Need Long-Term Care?
If you were to suffer an illness or disability that required long-term nursing care, would you be covered?
- How Will I Pay Estate Taxes?
If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.
- What Are Some Tips for Managing My Money?
A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
- What Is Tax Deferral?
There can be a substantial benefit to deferring taxes as long as possible.
- 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.
- What Savings Alternatives Are Available?
There are a number of savings alternatives that could help you earn a reasonable rate of return.
Videos
- Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.