Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.