This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?
Compare the potential future value of tax-deferred investments to that of taxable investments.