With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Compare the potential future value of tax-deferred investments to that of taxable investments.