Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.