This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Compare the potential future value of tax-deferred investments to that of taxable investments.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Determine whether you should consider refinancing your mortgage.