Skip to Main Content

Estate Planning Strategies and Tips

Preparing a Living Will and Other Choices for End-of-Life Care

It's not the most pleasant task, but making your preferences known in a living will has to be done.

Building a Special Needs Plan

Planning for the care of your loved ones if you're not there is important. It's critical when you are responsible for an individual with special needs.

Wills and Trusts: an Estate-Planning Primer

The differences between these common estate planning documents and their functions.

Related Estate Planning Articles

Learn how a trust could help address the life-long financial needs of an individual with special needs.

Insurance and pension plans require you to name a beneficiary, so here's what to know.

Financial Planning Articles

It's hard to plan for the worst when times are good, but if a financial emergency strikes, you'll be happy you did.

The basics on the types of assets, how to protect them, and when it's time to liquidate.

Try these suggestions for a streamlined way to manage your financial paperwork.


Retirement Planning Articles

Your retirement saving shouldn't cut off once you're retired. Learn what else to do.

Considering a pre-retirement 401(k) withdrawal? Read this first to help decide.

Making the decision to retire is a big one - here's how to know if you're ready.

It's wise to be ready to adjust your retirement investments to meet the needs of your post-working years.

Related Life Insurance Articles

Survivorship Universal Life Insurance provides money for others after you and your partner pass away.

Flexible insurance premiums and adjustable benefits mean you could configure your policy to fit your life.

Evaluating the pros and cons of these types of life insurance may help you decide.

For financial security without a lifetime of premiums, consider this type of life insurance policy.

Financial Planning Calculators

Make a Plan to Tackle Your Debt with This Calculator

Plug in what you owe, interest rate, and how much you can pay.

How Much Do You Have Saved for Retirement - After Taxes?

You have a good amount saved up, but what will taxes and inflation do to your nest egg? Find out with our calculator.

How to Reach Your Financial Goals

Whether the amount is big or small, calculate how much you need to save each month to reach your goal.

Calculate the Future Value of Your Retirement Savings

Plug in your savings info and retirement age to discover how much you'll have by then.

Mobile Apps

START A QUOTE
AGENTS NEAR YOU