Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
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.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How much can you afford to pay for a car?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.