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Estate planning strategies and tips to help with your financial goals

Preparing a living will & 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 special needs trust could help address the lifelong financial needs of an loved one with special needs.

Read more about common financial terms here.

What Factors Should You Consider When Choosing a Beneficiary?

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.

When it comes to tax and important documentation, knowing whether to keep it or shred it is important.


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.

Have your life insurance needs changed? Universal life insurance may be right for you.

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 does taxes effect my retirement savings?

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.

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