Insurance and Financial Services for Businesses and Individuals

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.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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.
How Long Will Your Funds Last?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.