Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Is your estate in order? This short quiz may help you assess your overall strategy.
When to start? Should I continue to work? How can I maximize my benefit?
Try these activities to keep your brain sharp.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Even low inflation rates can pose a threat to investment returns.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A special needs trust helps care for a special needs child when you’re gone.