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Barbara:
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Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.