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Newsletters
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HOT TOPIC: The Shape of Economic Recovery
This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.
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HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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