Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.