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.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Use this calculator to determine whether you qualify for the different types of IRAs.
How much can you afford to pay for a car?
Knowing your likely life expectancy is an important factor in making long-term financial plans.