Newsletters
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Key Retirement and Tax Numbers for 2025
This article outlines some important IRS cost-of-living adjustments for 2025.
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HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction
On March 13, 2025, the S&P 500 Index landed in correction territory after a swift drop. An escalating trade war and signs of a slowing economy have unsettled the financial markets.
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HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?
On May 16, 2025, Moody’s Ratings downgraded U.S. government debt from its highest rating of Aaa to Aa1. This article looks at the reasons for the downgrade and its potential effects.
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.