Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?