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Buying a Condo? Focus on the Financials

Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.
Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction

On March 13, 2025, the S&P 500 Index landed in correction territory after a swift drop. An escalating trade war and signs of a slowing economy have unsettled the financial markets.
Read a Good Beige Book Lately?

The Federal Reserve’s Beige Book provides a concise narrative overview of the economy in each of the 12 Federal Reserve Bank Districts and is readily available to the public.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Savings Accumulation

Estimate the future value of your current savings.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?