U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much do you need to save each year to meet your long-term financial goals?