How Will the Trump Tax Plan Affect Me?
President Donald Trump signed the Tax Cuts & Jobs Act on December 22, 2017. Our Tax SuperSheet™ proprietary tax tool has been specifically programmed with the updated rules, standards and regulations of the Trump Tax Plan. Have you reserved your FREE 2018 TRUMP TAX ESTIMATE?
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.
Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.
An overview of the potential benefits, limitations, and rules of Roth 401(k) accounts.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much do you need to save each year to meet your long-term financial goals?
This calculator is designed to help you attach a dollar figure to your life’s work.
