An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much life insurance would you need to produce a sufficient income stream for your family?
This calculator is designed to help you attach a dollar figure to your life’s work.