This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How Long Will It Take to Pay my Balance?
How much will it cost to pay off a loan over its lifetime?
How much life insurance would you need to produce a sufficient income stream for your family?