A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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 provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
Determine whether you should consider refinancing your mortgage.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This calculator can help you determine how soon you can pay off your mortgage.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.