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 explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
This calculator can help you determine how soon you can pay off your mortgage.
How Long Will It Take to Pay my Balance?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.