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Account View LoginThis 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 looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much life insurance would you need to produce a sufficient income stream for your family?
Will you be able to afford nursing home care?