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.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Will you be able to afford nursing home care?
This calculator can help you determine how soon you can pay off your mortgage.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.