Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
In the face of divorce, making changes to insurance coverage may be overlooked.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This worksheet can help you estimate the costs of a four-year college program.
Five phases to changing unhealthy behaviors.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Why are 401(k) plans, annuities, and IRAs so popular?
What if instead of buying that vacation home, you invested the money?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
$1 million in a diversified portfolio could help finance part of your retirement.
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.