In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Completing this simple worksheet can help establish a realistic retirement savings target.
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Will you be able to afford nursing home care?
Estimate the future value of your current savings.