Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Should You Tap Retirement Savings to Fund College?
Three things to consider before dipping into retirement savings to pay for college.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
When do you need a will? The answer is easy: right now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are nearly 1,200 ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.