Newsletters
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A Mortgage Recast Is an Alternative to Refinancing
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.
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Fraudsters and Scammers Pocket Nearly $6 Billion in 2021
This article discusses the most common and costly types of scams, and how would-be victims can spot them.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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How Much Life Insurance Do You Need?
Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.