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

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

Preparing Not to Inherit

Preparing for retirement will require adequate saving and investing, not just working hard to stay in the good graces of wealthy relatives.

Hot Topic: Historic Stimulus Strives to Spur Economy

In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.

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