Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A letter of instruction provides additional and more personal information regarding your estate.
One way to find money is to examine your current spending habits and eliminate money wasters.
For many, retirement includes contributing their time and talents to an organization in need.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Have you found yourself suddenly single? Here are 3 steps to take right now.
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?
A bucket plan can help you be better prepared for a comfortable retirement.
There are a few things to consider when buying or leasing your next vehicle.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
