Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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.
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much will it cost to pay off a loan over its lifetime?