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 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.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
How much would your monthly lease payment be?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.