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.
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.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How Long Will It Take to Pay my Balance?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
This calculator is designed to help you attach a dollar figure to your life’s work.