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.
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.