High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator can help you determine how soon you can pay off your mortgage.
Knowing your likely life expectancy is an important factor in making long-term financial plans.