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.
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.
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.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How Long Will Your Funds Last?