Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Lease Interest

What's the interest rate on the lease you're considering?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Mortgage Acceleration

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

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Small Business Offered Rare Health Insurance Incentives

Many of the precious few incentives for employers in the Patient Protection and Affordable Care Act are targeted to small business.

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Get to Know Your Beneficiaries

It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

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