This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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 U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
How much do you need to save each year to meet your long-term financial goals?
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Determine whether you should consider refinancing your mortgage.