A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Use this calculator to determine whether you qualify for the different types of IRAs.
This calculator can help you determine how soon you can pay off your mortgage.
How much do you need to save each year to meet your long-term financial goals?
Determine whether you should consider refinancing your mortgage.