Lesley Sommers, President
Newsletters
-
Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
-
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
-
What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
-
Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
Calculators
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?