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.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Naming 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.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator is designed to help you attach a dollar figure to your life’s work.