Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Determine whether you should consider refinancing your mortgage.
How much life insurance would you need to produce a sufficient income stream for your family?