Newsletters

The Federal Reserve’s Key Meeting Dates in 2024

This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Two Tax-Friendly Retirement Plans for the Self-Employed

Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
Can You Put the Brakes on Rising Auto Insurance Premiums?

Auto insurance premiums increased more than 18% between July 2023 and July 2024. This article outlines some steps that may help reduce premiums.
Debit or Credit — What’s the Difference?

This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.

Calculators

IRA Eligibility

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

Use this calculator to estimate how much income and savings you may need in retirement.
Mortgage Acceleration

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

This Cash Flow Analysis form will help you weigh your income vs. your expenses.