This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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.
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?
How much life insurance would you need to produce a sufficient income stream for your family?