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.

• HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024

  The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.

• Can Your Personality Influence Your Portfolio? New Research Points to Yes

  The findings of two recent academic studies may offer insight into how investors can make more fruitful financial decisions.

• What’s Required of the Executor of an Estate?

  Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.

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Calculators

• Net Worth

  A balance sheet summarizes your assets and liabilities and reveals your net worth.

• College Funding

  Use this calculator to estimate the cost of your child’s education, based on the variables you input.

• Long-Term Care Self Insurance

  Will you be able to afford nursing home care?

• Lease Payment

  How much would your monthly lease payment be?

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