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Articles to Help With Your Estate Planning 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.

What is a special needs trust?

Learn how a special needs trust could help address the lifelong financial needs of an loved one with special needs.

What To Consider When Choosing a Beneficiary

What Factors Should You Consider When Choosing a Beneficiary?

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

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

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.

Following annual financial traditions can have a positive impact on your bottom line.

These 3 basic practices can set you on the right course toward financial wellness.

Even for goals that seem far off, it's never too early or late to begin financial planning.

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

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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