In 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.
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.
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.
How much do you need to save each year to meet your long-term financial goals?
How Long Will Your Funds Last?
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This calculator can help you determine whether you should consider converting to a Roth IRA.