Newsletters
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
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Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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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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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.