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.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much will it cost to pay off a loan over its lifetime?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.