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.
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.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Use this calculator to determine whether you qualify for the different types of IRAs.
How much life insurance would you need to produce a sufficient income stream for your family?
How much do you need to save each year to meet your long-term financial goals?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.