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 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.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
Estimate the future value of your current savings.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.