Securities offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, PO Box 64284, St. Paul, MN 55164 (800)800-2638
Newsletters
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Lease Payment
How much would your monthly lease payment be?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.