There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
Estimate the future value of your current savings.
Will you be able to afford nursing home care?
Compare the potential future value of tax-deferred investments to that of taxable investments.