A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
A letter of instructions provides additional and more personal information regarding your estate.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learning more about gold, and its history, may help you answer that question.
Understanding the cycle of investing may help you avoid easy pitfalls.
There are nearly 1,200 ETFs available. Should you invest in them?
A bucket plan can help you be better prepared for a comfortable retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Estate conservation is too important to put off. Do you have a smart exit strategy?