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.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
This calculator is designed to help you attach a dollar figure to your life’s work.