The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
Concerned about the costs of long-term care? Discover two strategies that combine life insurance coverage with LTC benefits.
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
Discover why it might be worth waiting for a record of financial results before investing in an initial public offering.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How much life insurance would you need to produce a sufficient income stream for your family?
How much do you need to save each year to meet your long-term financial goals?