Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Earnings season can move markets. What is it and why is it important?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
One way to find money is to examine your current spending habits and eliminate money wasters.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
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.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Recent changes in estate tax laws could affect the strategy you have in place.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Three things to consider before dipping into retirement savings to pay for college.