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Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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.
How Long Will It Take to Pay my Balance?
Determine whether you should consider refinancing your mortgage.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to estimate how much income and savings you may need in retirement.