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Life insurance for estate planning: 5 things it can help you accomplish
Life insurance is one of the most important planning tools you can use to prevent your loved ones from facing financial stress after you die. The money...
Wealth transfer strategies: How to leave assets to your loved ones
We are about to embark on the greatest wealth transfer the U.S. has ever seen. By 2045, it's estimated that $72.6 trillion will be left to beneficiaries across...
An act of love: Tips for aging parents
The late Mary Osthus had what her daughter, Martha Reeves, refers to as a “funeral box.” That box contained everything from copies of her will and powers of...
Bring your retirement into focus
Take charge of the things you can control—like a retirement savings strategy that supports your big-picture goals.