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.
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.
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.