Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to estimate how much income and savings you may need in retirement.