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SubscribeThe SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much do you need to save each year to meet your long-term financial goals?
Compare the potential future value of tax-deferred investments to that of taxable investments.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.