Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?