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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.
Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
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 calculator can help you determine how soon you can pay off your mortgage.
How Long Will It Take to Pay my Balance?
How Long Will Your Funds Last?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.