Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
Here are some things to consider when weighing potential tax moves before the end of the year.
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
As of March 2025, the U.S. national debt was a record $36.21 trillion, while the 2024 deficit of $1.83 trillion was the third-highest on record.
How Long Will It Take to Pay my Balance?
This calculator can help you determine whether you should consider converting to a Roth IRA.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.