This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How much life insurance would you need to produce a sufficient income stream for your family?
Knowing your likely life expectancy is an important factor in making long-term financial plans.