Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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 calculator can help you determine how soon you can pay off your mortgage.
How Long Will Your Funds Last?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.