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.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
How much can you afford to pay for a car?
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Knowing your likely life expectancy is an important factor in making long-term financial plans.