Other Financial Topics
Calculators
- Long-Term Care Self Insurance
Will you be able to afford nursing home care?
Flipbooks
- Financial Management Insight: Strategies to Help Build Your Future
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
- Financial Protection: Using Insurance to Help Manage Life’s Risks
Home, auto, life, disability — Protect your financial interests by having the appropriate insurance coverage.
- Time to Get Tax-Savvy: Managing Your Tax Burden
Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use.
- Wealth Preservation: Planning to Leave a Legacy
An estate planning strategy could increase the value of your estate and help avoid potential conflicts and delays.
Research Articles
- Am I Prepared for Long-Term Care Expenses?
The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.
- How Can a Living Trust Help Me Control My Estate?
A living trust can help control the distribution of your estate upon death.
- How Can My Gift Benefit Me and the Charity?
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
- How Long Will It Take to Double My Money?
Before making investment decisions, it is helpful to determine the real rate of return on the investment.
Videos
- Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.