Newsletters

Saving for College: 529 Plan vs. Roth IRA

529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
Don’t Forget About Credit When Planning for Retirement

Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Watch for These Hazards on the Road to Retirement

The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
Investor, Know Thyself: How Your Biases Can Affect Investment Decisions

While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.

Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Mortgage Acceleration

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

How much Disability Income Insurance do you need?
Roth IRA Conversion

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