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.
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.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate the future value of your current savings.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.