This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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.
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.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to estimate how much income and savings you may need in retirement.
Determine whether you should consider refinancing your mortgage.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.