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Contact: Brian East, CFP®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 looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How much would your monthly lease payment be?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.