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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.
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.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
Estimate the future value of your current savings.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.