This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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 discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
How Long Will Your Funds Last?
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much will it cost to pay off a loan over its lifetime?