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.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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.
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
How much will it cost to pay off a loan over its lifetime?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.