Newsletters
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A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
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Do You Need to Adjust Your Tax Withholding?
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.
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What’s Your Real Return?
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
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Traditional or Roth Contributions? Think It Through for Future You
When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.