This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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 sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How much would your monthly lease payment be?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.