This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
How much life insurance would you need to produce a sufficient income stream for your family?
Will you be able to afford nursing home care?
Use this calculator to estimate how much income and savings you may need in retirement.
How Long Will Your Funds Last?