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Contact: Brian East, CFP®This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
How much can you afford to pay for a car?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Determine whether you should consider refinancing your mortgage.