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A Mortgage Recast Is an Alternative to Refinancing
If you would like to reduce your monthly mortgage payment without having to refinance, then you may want to explore a mortgage recast.
How Taxes Impact Your Retirement-Income Strategy
Retirees face several unique challenges when managing their income, particularly when it comes to taxes.
Yours, Mine, and Ours: Financial Tips for Blended Families
Combining finances can be complicated for any couple, but the challenges become more complex the second time around, especially when children are involved.
Reasons to Roll
Three out of five households who owned traditional IRAs in 2022 had executed at least one IRA rollover from an employer-sponsored retirement plan.
Keep an Eye Out for IRS-Related Scams
It’s important to keep an eye out for tax scams.
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