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.
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.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
How much will it cost to pay off a loan over its lifetime?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
This calculator is designed to help you attach a dollar figure to your life’s work.