Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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.
How much do you need to save each year to meet your long-term financial goals?
Determine whether you should consider refinancing your mortgage.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How Long Will Your Funds Last?