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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.
While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.
Use this calculator to determine whether you qualify for the different types of IRAs.
Determine whether you should consider refinancing your mortgage.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.