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Log InThis 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.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
Estimate the future value of your current savings.
Determine whether you should consider refinancing your mortgage.
How much do you need to save each year to meet your long-term financial goals?
How much life insurance would you need to produce a sufficient income stream for your family?