An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
Determine whether you should consider refinancing your mortgage.
How much do you need to save each year to meet your long-term financial goals?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Use this calculator to determine whether you qualify for the different types of IRAs.