We Help People Retire Well
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.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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.
How Long Will Your Funds Last?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How Long Will It Take to Pay my Balance?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.