Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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 estimate the federal estate taxes that could be due on your estate after you die.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How much life insurance would you need to produce a sufficient income stream for your family?
How Long Will Your Funds Last?