What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.