Helping Our Clients Manage Wealth, And Keep More Of It SM
Newsletters
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Debt After Death: What Happens to Debt When Someone Dies?
This article provides an overview of how debts are settled after the death of a loved one.
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Three Market-Moving Economic Indicators to Watch
Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
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HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?
On May 16, 2025, Moody’s Ratings downgraded U.S. government debt from its highest rating of Aaa to Aa1. This article looks at the reasons for the downgrade and its potential effects.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Savings Accumulation
Estimate the future value of your current savings.