How much can you afford to pay for a car?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How Long Will It Take to Pay my Balance?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This calculator can help you estimate your annual federal income tax liability.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much would your monthly lease payment be?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much will it cost to pay off a loan over its lifetime?
Will you be able to afford nursing home care?
This calculator can help you determine how soon you can pay off your mortgage.
Determine whether you should consider refinancing your mortgage.
Estimate the future value of your current savings.
How much do you need to save each year to meet your long-term financial goals?
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
Home, auto, life, disability — Protect your financial interests by having the appropriate insurance coverage.
Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use.
An estate planning strategy could increase the value of your estate and help avoid potential conflicts and delays.
The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.
Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.
A living trust can help control the distribution of your estate upon death.
Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.
A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.
A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you were to suffer an illness or disability that required long-term nursing care, would you be covered?
Before making investment decisions, it is helpful to determine the real rate of return on the investment.
If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.
A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.
There can be a substantial benefit to deferring taxes as long as possible.
Sole ownership, joint tenancy, tenancy in common, and community property have special benefits for property owners.
Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs.
United States tax law is a constantly changing landscape. The latest major piece of tax legislation is the Tax Cuts and Jobs Act of 2017.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
There are a number of savings alternatives that could help you earn a reasonable rate of return.
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.