.jpg)
Phone:
- (800) 617-3900
Fax:
- (512) 687-3099
Newsletters
-
FAFSA for 2025-2026 School Year Opens December 1
Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.
-
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.
-
QLACs: Your Retirement Accounts Can Act Like Pensions
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
-
Financial Safety Nets: Exploring Available Sources of Emergency Funds
Nearly 60% of U.S. adults are uncomfortable with their level of emergency savings. Here are some potential ways to access funds.
Calculators
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?