Determine your potential long-term care needs and how long your current assets might last.
You are viewing this website at a small screen resolution which doesn't support calculators. Click here to view this calculator.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Financial Planning in the Year of the Ox
Chinese legend says that the Jade Emperor determined the order of animals in the zodiac by calling a race. The Rat and the Ox were in tight competition — until they arrived at a swift river. The Rat charmingly convinced the Ox to carry him across. But when they landed on the other side, the Rat leapt off the Ox and dashed across the finish line first.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.