It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
Completing this simple worksheet can help establish a realistic retirement savings target.
How much life insurance would you need to produce a sufficient income stream for your family?
Compare the potential future value of tax-deferred investments to that of taxable investments.