Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
This calculator can help you determine how soon you can pay off your mortgage.
Use this calculator to estimate how much income and savings you may need in retirement.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.