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Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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.
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
Use this calculator to determine whether you qualify for the different types of IRAs.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the future value of your current savings.
Determine whether you should consider refinancing your mortgage.