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.
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.
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.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This calculator can help you determine how soon you can pay off your mortgage.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much would your monthly lease payment be?