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SubscribeThis article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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.
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much will it cost to pay off a loan over its lifetime?
Estimate the future value of your current savings.