Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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.
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.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Will you be able to afford nursing home care?
How much life insurance would you need to produce a sufficient income stream for your family?
This calculator can help you determine whether you should consider converting to a Roth IRA.