"If you fail to plan, you are planning to fail."
- Stocks, Bonds & Mutual Funds
- Life Insurance
- Fixed Investments
- Asset Management
- College Planning
- Retirement Planning
While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much life insurance would you need to produce a sufficient income stream for your family?