This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Estimate the future value of your current savings.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Will you be able to afford nursing home care?