Naming 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.
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.
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.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How Long Will It Take to Pay my Balance?
Determine whether you should consider refinancing your mortgage.
Use this calculator to determine whether you qualify for the different types of IRAs.