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Contact: Brian East, CFP®The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Will you be able to afford nursing home care?
This calculator can help you determine whether you should consider converting to a Roth IRA.