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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

College Funding

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

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