Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Will you be able to afford nursing home care?
Determine whether you should consider refinancing your mortgage.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.