When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle.
How much will it cost to pay off a loan over its lifetime?
Estimate the future value of your current savings.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.