Planning Ahead

If you’re financially responsible for both your parents and children, follow these tips to help maximize your tax benefits.

An estate plan helps to ensure that your wishes regarding your health and assets are clear and can be followed accordingly, before and after your death.

When shopping for a life insurance policy, you can pick from additional riders and features. Find out which ones Haven Life believes are most crucial to help protect you and your family.

No longer able to rely on pensions, people who are in the middle of their careers must now consider these less common but important types of insurance.

Learn how your current income plays a role in calculating your desired retirement spending level in the future.

For Amy Augenblick, a comfortable retirement simply means seeing her girls grow up and have families, whatever those may look like. See how she's getting on track for retirement and what really motivates her to save.

Our retirement planning tool shows you whether you are on track for a comfortable retirement—and helps you invest seamlessly based on the recommended retirement advice.

The answer depends on how much equity you have built up in your home—and what you expect your retirement expenses to be.

A retirement coach shares her tips on how to transition into your next phase of life—together.

Help your parents consolidate—and automate—their accounts in order to save time and money.