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Sign Up NowThis 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 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.
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.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How Long Will Your Funds Last?
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future value of your current savings.