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Contact: Brian East, CFP®This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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.
Use this calculator to determine whether you qualify for the different types of IRAs.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Will you be able to afford nursing home care?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.