Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
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.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How much do you need to save each year to meet your long-term financial goals?
Compare the potential future value of tax-deferred investments to that of taxable investments.