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Log InThis 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.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Determine whether you should consider refinancing your mortgage.
Use this calculator to determine whether you qualify for the different types of IRAs.