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Learn MoreNaming 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.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
Use this calculator to estimate how much income and savings you may need in retirement.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.