Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Knowing your likely life expectancy is an important factor in making long-term financial plans.