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.
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.
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.
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How Long Will Your Funds Last?
How Long Will It Take to Pay my Balance?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.