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.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
How Long Will It Take to Pay my Balance?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Will you be able to afford nursing home care?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.