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SubscribeOnly 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.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
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.
Use this calculator to determine whether you qualify for the different types of IRAs.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.