College Finances Retirement Insurance Taxation Investing Estate Consumer Debt Should I convert to a Roth IRA? A Roth IRA is a great way for clients to create tax-free income from their retirement assets. Yet, keep in mind that when you convert your taxable retirement assets into a Roth IRA you will generally pay ordinary income…
College Finances Retirement Insurance Taxation Investing Estate Consumer Debt What is the impact of making extra payments on my debt? Over the course of loan amortization, you will spend hundreds, thousands, and maybe even hundreds of thousands in interest. By making a small additional monthly payment toward principal, you can greatly accelerate the term of…
College Finances Retirement Insurance Taxation Investing Estate Consumer Debt How much life insurance do I need? Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound financial plan for you and your family. This step may require the purchase of a life insurance policy…
College Finances Retirement Insurance Taxation Investing Estate Consumer Debt How much can I contribute to an IRA? Many factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA — tax filing status, your current earned income level and whether or not you participate in a retirement plan at work. Use…
College Finances Retirement Insurance Taxation Investing Estate Consumer Debt How does inflation impact my retirement income needs? It may surprise you how much inflation can erode purchasing power. Use this calculator to estimate how much more income you may need when factoring in inflation between now and until you reach retirement to keep the same…
College Finances Retirement Insurance Taxation Investing Estate Consumer Debt How Much House Can I Afford? When you’re buying a home, mortgage lenders don’t look just at your income, assets, and the down payment you have. They look at all of your liabilities and obligations as well, including auto loans, credit card debt, child support, potential…
College Finances Retirement Insurance Taxation Investing Estate Consumer Debt How long will it take to pay off my credit card(s)? Americans today owe more money than ever before. The fact that ‘interest never sleeps’ means that the situation will continue to worsen unless steps are taken at the individual level to reduce or eliminate debt.…
College Finances Retirement Insurance Taxation Investing Estate Consumer Debt When should I begin saving for retirement? A penny saved is a penny earned, but a penny saved today is a penny potentially earning more. Use this calculator to determine how much more you could accumulate at retirement by beginning your savings plan today rather than…
Most people are aware that charitable contributions to qualified recipients are tax-deductible, provided they are made by December 31 of the tax year for which you are filing. It’s a great benefit for people who feel strongly about supporting various causes and organizations, and it makes for a great year-end tax-saving strategy. Rather than donating…
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