In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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.
Will you be able to afford nursing home care?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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.