The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
How Long Will It Take to Pay my Balance?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate the future value of your current savings.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.