A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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 the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How Long Will It Take to Pay my Balance?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.