Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Will you be able to afford nursing home care?
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.