We Help People Retire Well
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Determine whether you should consider refinancing your mortgage.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.