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.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much would your monthly lease payment be?
Determine whether you should consider refinancing your mortgage.
Estimate the future value of your current savings.