Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much can you afford to pay for a car?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.