This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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.
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to determine whether you qualify for the different types of IRAs.