Protect yourself against the damage that your homeowners policy doesn’t cover.
Retirees traveling abroad need to know that their health insurance travels with them.
Marriage changes everything, including your insurance needs.
Do you have an estate strategy? You should.
A four-step framework for building a personal legacy.
What can be learned from the savings rate?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Bucket lists don’t have to be for tomorrow.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here’s a quick guide to checking to see if you have unclaimed money.
If you died, what would happen to your email archives, social profiles and online accounts?
