Newsletters
-
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
-
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
-
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
-
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
-
Savings Accumulation
Estimate the future value of your current savings.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Lease Payment
How much would your monthly lease payment be?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?