In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How much can you afford to pay for a car?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.