Life Insurance: How Much and What Kind To Buy

Life Insurance: How Much and What Kind To Buy

How much life insurance do you need? What type is appropriate? You should review your life insurance needs each time you have a major life event. Here is what you need to know to properly plan for your life insurance needs to buy enough and to get the most for your...
Retirement Plan Distributions: When To Take Them

Retirement Plan Distributions: When To Take Them

When must you start withdrawing the funds in your retirement plans? And what happens if the funds aren’t withdrawn before you die? To what extent will your heirs be taxed? The rules are complex but there are ways the savvy taxpayer can maximize the tax shelter....
Buying a Home: What To Do and How To Do It

Buying a Home: What To Do and How To Do It

This guide discusses how much money to save for a down payment, how to work with a real estate agent, how to negotiate, and what you need to know about closing on your new home–including fees and other costs. Deciding How Much To SpendWorking With Your Real...