Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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.