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.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
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.
Determine whether you should consider refinancing your mortgage.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the future value of your current savings.