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Newsletters
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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
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Fine-Tuning with Sector Funds
The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
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Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.