A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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.
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 potential cost of waiting to purchase a long-term care insurance policy.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate the future value of your current savings.