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View Our ServicesNaming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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.
Determine whether you should consider refinancing your mortgage.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate the future value of your current savings.
Use this calculator to determine whether you qualify for the different types of IRAs.