For The Next Phase of Your Life!
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.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Estimate the future value of your current savings.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much will it cost to pay off a loan over its lifetime?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.