Marc Pearlman

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

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SECURE 2.0: Big Impact for Small Businesses

This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.

Four Key Objectives of a Sound Retirement Plan

A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.

It’s Your Money: Why Not Get Your Withholding Right?

Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.

HOT TOPIC: Can Consumers Keep Carrying the Economy?

Consumer spending has bolstered the economy amid inflation, higher interest rates, and a cooling job market. This article looks at what may be driving spending and what might derail its momentum.

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