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Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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.
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Determine whether you should consider refinancing your mortgage.
This calculator can help you determine how soon you can pay off your mortgage.