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Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
This calculator is designed to help you attach a dollar figure to your life’s work.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.