This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much do you need to save each year to meet your long-term financial goals?