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.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Determine whether you should consider refinancing your mortgage.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How Long Will Your Funds Last?
How much would your monthly lease payment be?