Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.