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.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
How much do you need to save each year to meet your long-term financial goals?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.