Everyone wants to have enough money to live well, but what do you really want to achieve with your wealth? What are your hopes and dreams?
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Learn MORE ABOUT OUR PROCESSIn the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How Long Will It Take to Pay my Balance?
Estimate the future value of your current savings.