A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate the future value of your current savings.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.