Newsletters
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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
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Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.