Tools & information to enlighten and inform
Putting the things you need at your fingertips is just another way we serve you. Here, you’ll find insightful blog articles written by us, and a page on behavioral finance, to explain and help prevent irrational investor behavior. There’s our “living your legacy” module, for tips on how you can strengthen the impact you have today on the people and causes you value most. You will also find a tool to help you compile your confidential financial information in one secure place, and another to help you determine what your business is worth. As always, if there is anything else you ever need, feel free to let us know.
Which education expenses are considered qualified?
Learn more about what the savings in a 529 plan can help pay for.
Family & Lifestyle
Leaving Money to Your Kids? Consider These Inheritance Tips
How to have a valuable family conversation about your estate.
Estate & Giving
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Mortgage: Adjustable vs. Fixed Rates Comparison
Use this calculator to compare a fixed-rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest O...
Loans
Mortgage: 15 vs. 30-Year Comparison
Determining which mortgage term is right for you can be a challenge. With a shorter 15-year mortgage, you will pay ...
Loans
Mortgage Payoff Calculator
How much interest can you save by increasing your mortgage payment? The mortgage payoff calculator helps you find o...
Loans
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Mortgage Refinance Calculator
How long will it take to break even on a mortgage refinance? Use the mortgage refinance calculator to sort through ...
Loans