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.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
This calculator is designed to help you attach a dollar figure to your life’s work.