A sophisticated legacy plan can prevent mismanagement, overspending, and loss of inheritances that you leave. It includes several legal tools in addition to a will.

Retiring with a smaller nest egg can be challenging, but you can still embrace the next chapter of life by drafting a financial plan, tapping your home equity, or even taking a part-time job to earn ...

When you start your plan, you invest in yourself by unlocking enhanced financial news, information, and tools to enable more confident investing. Add your holdings or securely link accounts to ...