WestCorp Financial & Insurances Services, Inc. is a firm that specializes in providing business solutions and employee benefits for small to mid-sized businesses and individuals.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate how much income and savings you may need in retirement.
Compare the potential future value of tax-deferred investments to that of taxable investments.