Resources
Resources
Retirement
Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
Learn More
Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Learn More
Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
Learn More
Investments & Money
Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.
Learn More
The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learn More
The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.
Learn More
Estate
Taxes
Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn More
Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Learn More
Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Learn More
You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Learn More