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 provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate the future value of your current savings.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.