Tax Library

We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies.

This material is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.

Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Savings Goals

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

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

Newsletters

  • The Cost of Family Caregiving

    A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.

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Market Watch

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Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,995.11 +2.17%
OSX Oil Service Sector Index 31.96 +5.27%

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