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.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.