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.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much will it cost to pay off a loan over its lifetime?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.