A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
Compare the potential future value of tax-deferred investments to that of taxable investments.
This calculator is designed to help you attach a dollar figure to your life’s work.
How Long Will It Take to Pay my Balance?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.