This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate the future value of your current savings.
Use this calculator to estimate how much income and savings you may need in retirement.