Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
What’s the deal with your yearly free credit report?
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
An increasing number have been developed to help individuals with their personal finances.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Taking your Social Security benefits at the right time may help maximize your benefit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.
The decision whether to buy or rent a home may have long-term implications.