This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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.
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to estimate how much income and savings you may need in retirement.
Knowing your likely life expectancy is an important factor in making long-term financial plans.