What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Planning Your Legacy
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.