Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How much do you need to save each year to meet your long-term financial goals?