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Sign Up NowOnly 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.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
How much can you afford to pay for a car?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How Long Will Your Funds Last?