High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.