This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Use this calculator to estimate how much income and savings you may need in retirement.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Knowing your likely life expectancy is an important factor in making long-term financial plans.