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.
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How Long Will Your Funds Last?