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.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.