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Meet our TeamThe 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.
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.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much will it cost to pay off a loan over its lifetime?
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator is designed to help you attach a dollar figure to your life’s work.