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.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.