An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Will you be able to afford nursing home care?
Knowing your likely life expectancy is an important factor in making long-term financial plans.