An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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.
How Long Will Your Funds Last?
Compare the potential future value of tax-deferred investments to that of taxable investments.
How much do you need to save each year to meet your long-term financial goals?