Withdrawing your hard-earned money in retirement is perhaps the most challenging part of retirement planning, as we will see here.
Taking withdrawals from your retirement portfolio can be complicated, but with the bucket approach, you can make it easier on yourself.
Learn some tax issues of long-term care insurance, such as deductibility of premiums and other advantages.
A visit from the IRS might be scary, but you can survive or prevent an audit. We explain how in this tutorial.
A reverse mortgage may or may not be a good option for your later years; you can help yourself decide with this tutorial.
People refinance homes for many reasons, but the underlying reason is usually to save money. Let’s look at refinancing in more depth.
Most people believe that "having their affairs in order" means simply having a will. But a good estate plan includes two additional documents that deal with contingencies other than death: mental disability and medical decision-making. This course will examine the power of attorney for management of your financial affairs, and the advance medical directive, which deals with medical decision-making.
Before choosing whether to use probate, you should have a sense of what it entails. That's what this tutorial covers.
The key to avoiding foreclosure is to be prepared and start early. It is among the most stressful things a person can go through.
Learn how long-term care insurance delivers its benefits to policyholders. We cover premiums, formats, benefits, and policy extras.
The federal government has programs to assist distressed homeowners with their mortgages. This course looks at how they work.
If you are considering buying life insurance, consult this tutorial to learn where to start.
Yes, you can cut your taxes once you're retired. But the trick is to know how, preferably while you're still working.
Variable and universal life insurance are a twist on cash value life insurance. Let’s see how they work.
This tutorial will help you think about financial soundness, affordability, and alternatives to long-term care insurance.
Though taxes are a certainty in life, legal tax shelters can reduce the pain for you and save you a lot of money.