The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Use this calculator to estimate how much income and savings you may need in retirement.
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.