A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much do you need to save each year to meet your long-term financial goals?
This calculator can help you determine how soon you can pay off your mortgage.