This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much do you need to save each year to meet your long-term financial goals?