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What is a Mega Backdoor Roth IRA?
A mega backdoor Roth is a retirement strategy that allows higher-income earners to save more money for retirement. Learn all about it in this post.
What are Mortgage Points, and How Do They Work?
What are mortgage points, and how can you assess whether or not to buy them on your next mortgage? Read this post to find out!
Considering Prepaid Funeral Plans? Read This First.
In this post, we’ll outline prepaid funeral plan options and present alternatives to help you decide whether or not to pay for funeral expenses in advance.
Lease Buyouts: A Comprehensive Guide
This post discusses what lease buyouts are, how they work, whether you should buy out a leased car, and much more.
Tax-Efficient Retirement Withdrawal Strategies
Withdrawing your retirement funds in a tax-efficient manner, selecting which accounts to draw from and when, can help you preserve additional wealth.
How Social Security Survivor Benefits Work
While Social Security survivor benefits can help ease the financial burden of day-to-day expenses, the rules surrounding them aren’t so straightforward.
ETF vs Mutual Fund: Which is the Better Investment Option?
In this article, we’ll explore key differences between ETFs and mutual funds to help you decide which is the right investment for you.
What is Escrow on a Mortgage, and How Does it Work?
Escrow accounts are essential for many types of financial transactions, particularly in real estate. Learn what escrow accounts are, how they work, and much more.
Living trust vs. will: which do you need?
Wills and trusts help ensure your assets are smoothly transferred to heirs upon your death and/or mental incapacitation. Which option is right for you?