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Contact: Brian East, CFP®While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.