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Contact: Brian East, CFP®This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.