FINANCIAL SOLUTIONS FOR A CHANGING WORLD

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Tips for Your 2014 Taxes

The end of the year will be here soon, but there’s still time to take steps that may help reduce your 2014 taxes.

HOT TOPIC: Global Static: Geopolitics and U.S. Markets

A look at recent international geopolitical situations and whether they could have a long-term effect on U.S. markets.

Bridging the Gap Between Retirement and Medicare Eligibility

The health exchanges could be beneficial for early retirees who need coverage before they are eligible for Medicare.

Time for a Trust

Common types of trusts, the issues they might address, and the benefits they may provide.

More Newsletters →

December 22, 2014 @ 03:13 PM

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