Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How Long Will It Take to Pay my Balance?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.