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Contact: Brian East, CFP®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.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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.
Will you be able to afford nursing home care?
Estimate the future value of your current savings.
How much can you afford to pay for a car?
A balance sheet summarizes your assets and liabilities and reveals your net worth.