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.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This calculator can help you determine how soon you can pay off your mortgage.