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.
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.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
How Long Will Your Funds Last?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate the future value of your current savings.