Financial & Tax Resources

Key Financial Data


2018 Tax Rate Schedule

  • Tax Rates
  • Exemption Amounts
  • Tax Deadlines

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Key Tax Changes


Tax changes from the Tax Cuts and Jobs Act

  • Income Tax Brackets
  • Standard Deduction
  • Charitable Giving & More

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Video Library

How to Maximize Your Retirement


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Retirement Income Plan


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Women & Wealth


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Tax-Free Retirement

Tax-Free Retirement

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12 Key Questions Every Retiree Should Answer


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How to Maximize Your Retirement Readiness


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The Case For A: Retirement Income Plan


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50 Alarming Statistics For Those Retired Or Very Close To It


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Women & Wealth Action Guide: 100 Obstacles Women Face in Retirement


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7 Steps to a Tax-Free Retirement and Bonus Tax-Free Retirement Review


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Financial Calculators

Savings Calculator

Use our savings calculator to see how a consistent approach to investing can make your money grow. Whether saving for a house, a car, or other special purchase, the savings calculator will help you determine the right amount to save on a regular basis to achieve your goal.

Calculate Your Savings Number

Retirement Calculator

This calculator can help you estimate how much to save each year to accumulate enough money for your projected retirement. The amount you’ll need to set aside will depend on a number of factors that you can adjust with the calculator, including the type of account you are invested in.

Calculate Your Retirement Number

College Savings Calculator

Use our College Savings calculator to determine the amount you must invest each year to have enough money to cover all college costs. You also may want to read FINRA’s publication providing information and guidance about college savings plan options, including 529 plans.

Calculate College Costs

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