This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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.
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.
Determine whether you should consider refinancing your mortgage.
How much can you afford to pay for a car?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Compare the potential future value of tax-deferred investments to that of taxable investments.