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.
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.
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.