Life Events

Life is full of changes and surprises that affect your financial future. Please use these guides to help make the right financial decisions.

Getting Married

Getting Married: Frequently Asked Questions

Life Insurance: Frequently Asked Questions

Home Budget Analyzer

Becoming a Parent: The Financial Considerations

Wills: Frequently Asked Questions

Advanced Charity Techniques: Maximizing Your Deduction

Required Minimum Distribution Calculator

Recordkeeping Guide: How Long You Should Retain Your Records

Car Lease Vs. Buy Analyzer

Credit Rating: Frequently Asked Questions

Disability Benefits: How To Get All You’re Entitled To

ATM Transactions: Frequently Asked Questions

Roth IRA Calculator

Mortgage Lock-Ins: Questions To Ask

Car Loan Vs. Home Equity Loan Calculator

Developing a Financial Plan: Frequently Asked Questions

Social Security Benefits: How To Get The Maximum Amount

Refinancing Your Mortgage: When and How To Do It

Preparing For College

Social Security Benefits: Frequently Asked Questions

Mortgage Comparison: 15 years vs. 30 years

Selling Your Home: How To Minimize the Tax On the Gain

Bank Accounts: What To Look and Ask For

Mortgage Qualification Calculator

Commercial Loan Calculator

Are You Getting Good Financial Advice?

Refinancing Your Mortgage: When and How

Annuities: Frequently Asked Questions

Traditional Vs Roth IRAs: Frequently Asked Questions

Our Personal Financial Planning Service

Annuities: How They Work and When You Should Use Them

Credit Cards: Frequently Asked Questions

IRA’s: Frequently Asked Questions

Your Next Car: Should You Buy Or Lease?

Lawyers: How To Choose The Right One

Life Insurance Need Estimator

Roth IRAs: How They Work and How To Use Them

Fraudulent Charities: How To Protect Yourself

Selling Your Home: Frequently Asked Questions

The Deductibility of Points

Loan Amortization Calculator

Car Insurance: 10 Cost-Cutters To Save You Money

Which Moving Expenses Are Deductible?

Disability Insurance: Frequently Asked Questions

Mortgage Alternatives: How To Choose The Right One

Credit Cards: How To Choose – And Use – Them Wisely

Homeowner’s Insurance: How To Get The Best Coverage and Value

Your Child’s Education: How To Finance It

Home Mortgage Interest Deductions

Annuities: How They Work and When You Should Use Them

Mortgage Comparison Calculator: 15 years vs. 30 years

Retirement Plan Distributions: When To Take Them

Retirement Plan Distributions: Frequently Asked Questions

Credit Rating: Frequently Asked Questions

Planning For Your Move: Frequently Asked Questions

The “SIMPLE” Plan: A Retirement Plan for the Really Small Business

Retirement Planner

Our Estate Planning Service

Avoiding Scams

Buying or Leasing Your Next Car: Frequently Asked Questions

Homeowner Insurance: Frequently Asked Questions

Charitable Contributions of Property: Maximizing the Deduction

Getting Married (Or Divorced): Some Financial Guidelines

10 Retirement Saving Tips

Handling Other Situations

Retirement Assets: Frequently Asked Questions

Handling Other Situations: Frequently Asked Questions

Making Charitable Contributions

Saving For College: Frequently Asked Questions

Social Security Benefits Estimator

Charitable Deductions: Frequently Asked Questions

The Deduction For Real Estate Taxes

Life Insurance: Frequently Asked Questions

Improving Your Retirement

Variable Annuity Calculator

Reverse Mortgages: How They Can Enhance Your Retirement

Buying a Home: Frequently Asked Questions

Our Bank Financing Service

Death of a Loved One: Frequently Asked Questions

Credit Card Pay Off Calculator

Retirement Plan Distributions: How To Take Them

Charitable Contributions: How To Give Wisely

Improving Your Credit

Roth IRA Transfer Evaluator

Life Insurance: How Much and What Kind To Buy

Estate Planning: How To Get Started

Roth IRA Transfer Evaluator

Roth IRAs: How They Work and How To Use Them

Your Retirement Plan: How To Get Started

Retirement Plan Distributions: How To Take Them

Home Budget Analyzer

Life Insurance: Frequently Asked Questions

Estate Planning Calculator

Long-Term Care Insurance: How To Get The Best Deal

Document Locator System: A Handy Aid For Keeping Track of Your Records

Funerals: What To Do At This Stressful Time

Car Insurance: Frequently Asked Questions

Home Budget Analyzer

Our Bank Financing Service

Selling Your Home: How To Do It Effectively

Investment Options: Frequently Asked Questions

Avoiding Scams: Frequently Asked Questions

Buying & Selling A Home

Your Credit Card Rights: What To Do If You Have a Problem

Death of a Spouse: Financial Steps You Should Take

Loan Amortization Calculator

Bank Accounts: Frequently Asked Questions

Car Loan Analyzer

Life Insurance Need Estimator

Car Insurance: 10 Cost-Cutters To Save You Money

Living Trusts: Frequently Asked Questions

Loans: Frequently Asked Questions

Disability Insurance: What To Look For

Your Pension: What You’re Entitled To

Traditional Vs Roth IRAs: Frequently Asked Questions

Fraudulent Charities: How To Protect Yourself

HMOs: How To Choose – And Deal With – Them

Investment Options: Frequently Asked Questions

Homeowner’s Insurance: Frequently Asked Questions