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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.
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How Long Will It Take to Pay my Balance?
How much life insurance would you need to produce a sufficient income stream for your family?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.