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  • The importance of portfolio diversification
    03-15-2024
    Written by

    When it comes to creating an investment portfolio to help you maintain your quality of life during retirement, most experts agree that portfolio diversification is a good option for achieving desired returns while managing risk.

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  • Are you tax savvy?
    03-15-2024
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    If you're like most Americans, taxes take a pretty big bite out of your take-home pay. And for many, the costs keep rising on multiple fronts:

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    • Savings Goals Calculator

      03-04-2024

      What will it take to help reach your savings goals? This financial calculator helps you find out. Enter in your savings plan and view graphically your financial results. Click the report button to get more information about your plan, and what you can do to make sure that it is on track.

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    • Net Worth Calculator

      03-04-2024

      Your net worth is the value of all of your assets, minus the total of all of your liabilities. Put another way, it is what you own minus what you owe. If you owe more than you own, you have a negative net worth. 

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    • Debt Calculator
      03-04-2024

      Interactive calculators

      Our interactive tools can assist you in your unique financial planning needs. Interactive calculators are made available as self-help tools for independent use and are not intended to provide investment or tax advice, either expressed or implied.

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    • Investment questionnaire - cash, fixed income and equities
      03-04-2024

      Many experts believe that long-term investment success is more a function of how assets are allocated among asset classes rather than the individual securities in which they are invested.

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    • Time vs. Savings Calculator 

      03-04-2024

      Waiting to begin your savings plan can have a huge impact on your results. A delay of even a few years could cost you thousands of dollars. This calculator helps show you how much postponing your savings plan can really cost.

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    • College Savings Calculator

      03-04-2024

      Saving for your children's education requires a long-term plan. And, like saving for retirement, the earlier you start your plan the better. Use this calculator to help develop or fine-tune your education savings plan. Click the "View Report" button for a detailed look at the results.  

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    • Savings Calculator
      03-04-2024

      Consistent investments over a number of years can be an effective strategy to accumulate wealth. Even small additions to your savings add up over time. This calculator demonstrates how to put this savings strategy to work for you.

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    • Savings calculators
      03-04-2024

      Interactive calculators

      Our interactive tools can assist you in your unique financial planning needs. Interactive calculators are made available as self-help tools for independent use and are not intended to provide investment or tax advice, either expressed or implied.

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    • Interactive tools and calculators
      03-04-2024

      Interactive tools and calculators

      Our interactive tools can assist you in your unique financial planning needs. Interactive calculators are made available as self-help tools for independent use and are not intended to provide investment or tax advice, either expressed or implied. 

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      • Credit Card Pay Off Calculator

        03-04-2024

        Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.

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      • Rent vs. Buy Calculator

        03-04-2024

        Should you rent or should you buy your home? It takes more than looking at your mortgage payment to answer this question. This calculator helps you weed through the fees, taxes and monthly payments to help you make a decision between these two options.

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      • Estate Tax Planning Calculator
        03-04-2024

        Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan.

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      • Mortgage Loan Calculator
        03-04-2024

        Use this calculator to generate an estimated amortization schedule for your current mortgage. Quickly see how much interest you could pay and your estimated principal balances.

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      • Mortgage calculators
        03-03-2024

        Interactive calculators

        Our interactive tools can assist you in your unique financial planning needs. Interactive calculators are made available as self-help tools for independent use and are not intended to provide investment or tax advice, either expressed or implied.

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      • Roth IRA Calculator
        03-03-2024

        Contributing to a Roth IRA could make a difference in your retirement savings. There is no tax deduction for contributions made to a Roth IRA; 

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      • Roth 401(k) vs. Traditional 401(k) Calculator

        03-03-2024

        If available in your employer's plan, the 401(k) Roth allows you to contribute to your 401(k) account on an after-tax basis - and pay no taxes on qualifying distributions when the money is withdrawn. 

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      • Estate Tax Planning
        03-03-2024

        Interactive calculators

        Our interactive tools can assist you in your unique financial planning needs. Interactive calculators are made available as self-help tools for independent use and are not intended to provide investment or tax advice, either expressed or implied.

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      • Retirement Contribution Effects on Your Paycheck Calculator

        03-03-2024

        An employer-sponsored retirement savings account could be one of your best tools for creating a secure retirement. It provides two important advantages.

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      • Social Security Benefits Calculator

        03-03-2024

        Do you wonder how much you might receive in Social Security? Use this calculator to help you estimate your Social Security benefits. Remember, this is only an estimate. Your actual benefits may vary depending on your actual work history and income.

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      • Retirement Calculators
        03-03-2024

        Interactive calculators

        Our interactive tools can assist you in your unique financial planning needs. Interactive calculators are made available as self-help tools for independent use and are not intended to provide investment or tax advice, either expressed or implied.

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      • 72(t) Calculator
        03-03-2024

        Internal Revene Code sections 72(t) and 72(q) provide for tax-penalty-free early withdrawals from retirement accounts under certain circumstances.

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      • Roth IRA Conversion Calculator

        03-03-2024

        In 1997, the Roth IRA was introduced. This new IRA allowed for contributions to be made on an after-tax basis and all gains (or growth) to be distributed completely tax-free.

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      • RMD & Stretch IRA Calculator
        03-03-2024

        The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually;

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      • Required Minimum Distribution (RMD)

        03-03-2024

        Use this calculator to determine your Required Minimum Distribution (RMD). The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from some types of retirement accounts annually. 

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      • Retirement Planner Calculator

        03-03-2024

        Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals for each year until the end of your retirement.

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      • How a financial professional can help you reach your money goals

        01-31-2024
        Written by

        If better financial planning has been a long-term goal for you, you’ve probably run into some common issues along the way: deciding how much you need to save for retirement, balancing debt and long-term goals, and simply covering day-to-day expenses are all common challenges most Americans face.

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      • 4 simple steps to take control of your budget
        01-30-2024
        Written by

        If you’re similar to the average person, you probably have a budget that you made years ago sitting in an excel spreadsheet somewhere untouched. 

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      • The best times to up your retirement contributions
        01-29-2024
        Written by

        Although it’s true there’s really no bad time to start investing, it can be tricky to figure out how to siphon off funds from other areas of your budget and redirect them to your future needs.

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      • Saving for college: The Child Tax Credit and tips for new parents
        11-29-2023
        Written by

        For many parents, the idea of setting aside savings for their young child’s college education on top of all their family’s current essential financial needs can feel like a daunting task. But it doesn't have to be, and here’s why. You don’t need to plan on saving to pay the full sticker price for your child’s education.

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      • Retirement Plan Contribution Limits

        11-01-2023

        Opportunity to prepare for the future you envision. Pre-tax contributions to an employer’s tax-deferred plan can potentially help reduce your current table income while saving dollars for retirement that otherwise would have gone to pay taxes.

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      • Take steps to boost your savings for the future. 

        10-31-2023
        Written by

        Individual Retirement Accounts (IRAs) offer important advantages over investing for retirement in a taxable account. 

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        • How big of a threat does inflation pose to your retirement?
          10-18-2023
          Written by

          As America’s economy reopens, we’re seeing higher inflation rates, and this unwelcome surge should prompt retirees to consider the threat it could pose to their financial security.

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        • Retirement Plan Contribution Limits

          10-02-2023

          Opportunity to prepare for the future you envision. Pre-tax contributions to an employer’s tax-deferred plan can potentially help reduce your current table income while saving dollars for retirement that otherwise would have gone to pay taxes.

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        • How to protect yourself from financial fraud
          07-21-2023
          Written by

          No matter your age, it's good to know how to protect your financial accounts. As you get closer to retiring, you may need to tap into them, whether they're set up specifically for funding retirement or used for other purposes, such as a liquid savings or money market account.

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        • Can you prioritize both caregiving and wealth-building?
          07-18-2023
          Written by

          Women continue to be the primary caregivers in most families with children, but they are also likely to be important breadwinners for their families. 

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        • How to set financial goals
          07-18-2023
          Written by

          Setting a goal is an important prerequisite for accomplishing almost anything. And without setting clear financial goals, some people are likely to spend their lives aimlessly earning and spending, rather than building wealth and achieving a more financially secure life.

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        • 403(b) Retirement Savings Plan

          02-03-2023
          Written by

          The tax advantages, plus plan features and benefits, make a 403(b) plan with Corebridge Financial an ideal way to help accumulate funds for your retirement.

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          • 457(B) Deferred Compensation Plan

            02-03-2023
            Written by

            A 457(b) Deferred Compensation Plan may provide you with an opportunity to take advantage of tax-deferred income for your retirement.

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            • Should you save for retirement or pay off student loans?
              05-13-2022
              Written by

              An increasing number of people are graduating from college with student loans to pay back. Some 44.7 million student borrowers have an average of $37,584 in student loans each, and 65% of students graduated with student loan debt in 2020.

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            • Financial literacy: How it affects planning for retirement
              05-10-2022
              Written by

              The more you understand about money, the better equipped you are to prepare for retirement. That’s the conclusion from a number of studies that have been conducted to explore the link between financial literacy and retirement preparedness over the past decade, by academics and financial experts.

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            • Want a fabulous retirement? Start living better now
              05-09-2022
              Written by

              When Americans think about growing older, many of them feel worried, according to research. They worry about their health, being a burden to their families, and not having a purpose.

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            • Portfolio diversification and why it’s important
              05-09-2022
              Written by

              What goes up must also come down. That’s true of Newton’s apples, your favorite wooden roller coaster, and — inevitably — the stock market.

              Of course, different investors handle market ups and downs differently. Some are up for riding the drops like a coaster aficionado while others cling to the handlebars, wishing for a smoother ride.

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            • How to reach a million dollars with just 1%
              05-08-2022
              Written by

              What’s the value of 1? If you guessed $1 million then it’s likely you’re in on a little-known secret that helps the most savvy of savers effectively prepare for their golden years.

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            • How to build an emergency savings account
              05-03-2022
              Written by

              Though many of us will face a significant unexpected expense at some point during our lives, more than half of Americans don’t have the cash or savings on hand* to cover a financial emergency requiring $1,000 or more to resolve.

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            • Small money moves that make a large impact
              05-03-2022
              Written by

              For many of us, setting aside the recommended six months’ worth of expenses in an emergency savings account to protect ourselves and our loved ones can feel daunting.

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            • 3 reasons to have a budget
              05-03-2022
              Written by

              If you're not following a budget, you're not managing your money correctly. Without a budget, you really have no way of knowing how much you're spending each month, and how much room for savings your expenses and income allow for.

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