CALCULATORS
Access calculators designed to help you estimate answers to common financial questions.
VIEW CALCULATORSNewsletters
-
How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
-
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
-
Catch Up for a More Comfortable Retirement
Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.
Calculators
-
Car Affordability
How much can you afford to pay for a car?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Savings Accumulation
Estimate the future value of your current savings.