This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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 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.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Determine whether you should consider refinancing your mortgage.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate the future value of your current savings.
This calculator can help you determine whether you should consider converting to a Roth IRA.