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MARKET INSIGHTS
Find commentary and get exclusive
market insights.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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.
Determine whether you should consider refinancing your mortgage.
How much can you afford to pay for a car?
How Long Will Your Funds Last?
This calculator can help you determine how soon you can pay off your mortgage.