The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How Long Will It Take to Pay my Balance?