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Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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.
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How Long Will Your Funds Last?