Probate can be a completely public process, or it can be managed to include as little information as possible.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
It sounds simple, but paying yourself first can really pay off.
There are ways to improve your physical fitness without denting your fiscal fitness.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
What is your plan for health care during retirement?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Taking your Social Security benefits at the right time may help maximize your benefit.
Are you ready for retirement? Here are five words you should consider.
There’s an alarming difference between perception and reality for current and future retirees.