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.
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the future value of your current savings.
How much will it cost to pay off a loan over its lifetime?
This calculator is designed to help you attach a dollar figure to your life’s work.