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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.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Use this calculator to determine whether you qualify for the different types of IRAs.
How much do you need to save each year to meet your long-term financial goals?
How Long Will Your Funds Last?
Compare the potential future value of tax-deferred investments to that of taxable investments.