This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
Estimate the future value of your current savings.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How Long Will Your Funds Last?