Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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.
How much would your monthly lease payment be?
How Long Will Your Funds Last?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Compare the potential future value of tax-deferred investments to that of taxable investments.