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Contact: Brian East, CFP®Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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.
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?
Estimate the future value of your current savings.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.