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.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate how much income and savings you may need in retirement.
Determine whether you should consider refinancing your mortgage.
Compare the potential future value of tax-deferred investments to that of taxable investments.