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.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
How much would your monthly lease payment be?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to determine whether you qualify for the different types of IRAs.