For The Next Phase of Your Life!
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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.
How much life insurance would you need to produce a sufficient income stream for your family?
Compare the potential future value of tax-deferred investments to that of taxable investments.