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Contact: Brian East, CFP®An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
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.
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.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate the future value of your current savings.
A balance sheet summarizes your assets and liabilities and reveals your net worth.