This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How much will it cost to pay off a loan over its lifetime?
This calculator can help you determine how soon you can pay off your mortgage.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.