Everyone wants to have enough money to live well, but what do you really want to achieve with your wealth? What are your hopes and dreams?
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Access The Latest ReportsThis article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate the future value of your current savings.
How much do you need to save each year to meet your long-term financial goals?