Newsletters

• 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.

• SECURE 2.0 Act Expands Early Withdrawal Exceptions

  Discover exceptions to the federal income penalty for early withdrawals from tax-advantaged retirement accounts, including new exceptions added by the SECURE 2.0 Act.

• Cheaper Hearing Aids Are Coming to a Store Near You

  Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.

• Child Care Is a Budget Buster: Take Advantage of These Tax Breaks

  A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.

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Calculators

• Mortgage Refinancing

  Determine whether you should consider refinancing your mortgage.

• Impact of Inflation

  Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

• Estate Taxes

  Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

• Lease Payment

  How much would your monthly lease payment be?

More Calculators »