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.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.