In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
How Long Will Your Funds Last?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Knowing your likely life expectancy is an important factor in making long-term financial plans.