An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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.
How Long Will Your Funds Last?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.