The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
How Long Will It Take to Pay my Balance?
Determine whether you should consider refinancing your mortgage.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Knowing your likely life expectancy is an important factor in making long-term financial plans.