CALCULATORS
Access calculators designed to help you estimate answers to common financial questions.
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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Medicare Open Enrollment: A Time for Choices
Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
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New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Car Affordability
How much can you afford to pay for a car?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.