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Log InCouples 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.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
How much would your monthly lease payment be?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How Long Will Your Funds Last?
Use this calculator to estimate how much income and savings you may need in retirement.