In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
Will you be able to afford nursing home care?
Use this calculator to estimate how much income and savings you may need in retirement.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much life insurance would you need to produce a sufficient income stream for your family?