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HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024

The SECURE 2.0 Act made wide-ranging changes to U.S. tax laws related to retirement savings. This article provides an overview of some important provisions that take effect in 2024.
Saving for College: 529 Plan vs. Roth IRA

529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
Housing Market Trends: Are They Helping or Hurting the Economy?

U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
Watch for These Hazards on the Road to Retirement

The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.

Lease Payment

How much would your monthly lease payment be?
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.