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.
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.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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.
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much would your monthly lease payment be?