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.
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.
This calculator can help you determine how soon you can pay off your mortgage.
How Long Will It Take to Pay my Balance?
How much life insurance would you need to produce a sufficient income stream for your family?
Will you be able to afford nursing home care?