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SubscribeChanges to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Wealth management for life…
and later.