Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Knowing your likely life expectancy is an important factor in making long-term financial plans.