Managing Money MattersTM
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

Inflation Could Make a Comeback

Inflation took a big jump in November, the largest monthly increase in two years. But it’s unusual for inflation to flare during an economic slowdown, and this odd pairing puts the Federal Reserve in a tough spot.

Population Boomer

The nearly 80 million boomers, who have reinvented so many aspects of American life, appear poised to leave their unique mark on retirement and possibly transform the economy in the process.

Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

Six Times More Likely

It may be uncomfortable to consider the possibility that you could become disabled; however, preparing for the possibility now could help you avoid some more serious discomfort later.

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