This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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.
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate the future value of your current savings.
Knowing your likely life expectancy is an important factor in making long-term financial plans.