Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Determine whether you should consider refinancing your mortgage.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
This calculator can help you determine how soon you can pay off your mortgage.