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Contact: Brian East, CFP®Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to estimate how much income and savings you may need in retirement.
How much will it cost to pay off a loan over its lifetime?
Will you be able to afford nursing home care?