Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
How Long Will Your Funds Last?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.