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This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
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 Cash Flow Analysis form will help you weigh your income vs. your expenses.
How much can you afford to pay for a car?
How Long Will Your Funds Last?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.