Looking After My Family

Looking After My Family

Starting and raising a family may be among the most rewarding journeys any of us will ever take. But how do you manage your finances today so that your family’s wants and needs can be met over the long haul? Do you need insurance? How much? What kind? Learn more about the financial aspects of raising and caring for your family.


How Much Life Insurance Is Needed?How Much Life Insurance Is Needed?

This question provides one of those "not-so-clear" answers.

How Much Will Life Insurance Cost Me?
How Much Will Life Insurance Cost Me?

Well, that depends. First, we need to determine: how much coverage is needed, what type of coverage is needed, and the overall health and age of the person being insured. It’s no surprise that the younger and healthier you are, the lower your premium will be. Get answers. Use our Life Insurance Calculator.

Teach Children about Money
Teach Your Children About Money

Have you ever noticed the joy and pride a child gets from a jar of change? That’s because even at an early age, kids understand the value of money. Or at least they understand that money has value. It’s a way to get the things they want. Helping them understand the rest is up to you.

Family Needs Planning
Family Needs Planning

If you’re like most people, the first time you even think about life insurance is after you start a family. There’s something about taking home that bundle of joy that makes you shift your priorities about what’s important.

Special Needs Planning
Special Needs Planning

So, you’ve established a beautiful life for yourself, your spouse, and your children. Still life poses many questions. One of your children has a special needs disability and qualifies for government assistance. Sure, financially, everything may be under control now, but what about when you pass? Who will support your child’s needs?

Financial Objectives Calculator
Financial Objectives Calculator

This very versatile calculator will help you run the numbers on any financial objective: from how much you may need today to how much you may have tomorrow and solve for what rate of return will help get you where you want to go.

Income Needs Calculator
Income Needs Calculator

Whether you want to know how much your pile of money might last, or you want to know how much to save to generate a certain income in the future, this calculator will let your slice and dice income options any way you like.

Saving for College
Saving for College

We live in a rapidly changing world. Current events, new technologies, economic changes and more all affect our personal and work lives. In keeping with this rapid pace of change, one in five of us will change jobs this year.

Choosing a College: Weigh the Costs
Choosing a College: Weigh the Costs

It’s no secret that the cost of college goes in one direction…up. We’ve put the numbers together for you below to give you an idea of what you might be facing when that tuition bill comes due.

College Funding Calculator
College Funding Calculator

Providing a college education is arguably the second most expensive financial goal behind planning for retirement. We invite you to try this calculator and work the numbers.

Tax Deferral Calculator
Tax Deferral Calculator

This calculator shows the hypothetical difference in future value of a specific dollar amount invested in a taxable investment vs. a tax-deferred alternative, both on a pre-tax and after-tax basis.

IRA Eligibility Calculator
IRA Eligibility Calculator

Wonder if you can deduct an IRA contribution? Are you eligible to purchase a Roth IRA? This calculator will give you the answers you’re looking for.

IRA Comparison Calculator
IRA Comparison Calculator

Wondering if a Traditional or Roth IRA may be good for you? This quick comparative tool will lay out your options.

After Tax / Equivalent Yield Calculator
After Tax / Equivalent Yield Calculator

This calculator can help you make a comparison between taxable and tax- advantaged yields. For the purposes of this calculator, tax-advantaged refers to investments that may be federal income tax free or state and federal income fax free.

Roth Contribution Comparison Calculator
Roth Contribution Comparison Calculator

This calculator is designed to help you compare the possible results of investing in a Traditional (pre-tax) and a Roth (after-tax) retirement plan. It provides three points of comparison: Impact on Take Home Pay, Estimated Retirement Account Balance, and Estimated Distributions From Retirement Account. Whether you participate in a 401(k) or 403(b) program, this analysis will assist you in determining which option may be best for you based on your personal financial situation.