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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
For many, retirement includes contributing their time and talents to an organization in need.
When you’re married and have children, insurance needs will be different.
How long does a $20 bill last?
A few strategies that may help you prepare for the cost of higher education.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you have causes that you want to support with donations? Here are three tips.
What does your home really cost?
Smart investors take the time to separate emotion from fact.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.