Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.