More Debt, Taxes, and Spending Articles

4 Min. Read

7 Ways to Lower Your Monthly Mortgage Payment

A monthly mortgage payment is a typical expense in a homeowner's budget. Here are seven ways to lower yours.

6 Min. Read

Everything You Need to Know About Inheritance Taxes

There is a fair amount of confusion about how inheritance taxes work, and how they differ from estate taxes. Here's what you need to know.

4 Min. Read

What’s in the No Surprises Act and How Can it Help You?

If you've ever been caught off-guard by a surprise bill, you know how frustrating they can be. The good news is the no-surprises act offers some protections.

5 Min. Read

How to Reduce Your Tax Burden in Retirement

Reducing your tax burden in retirement starts with understanding your options and making smart strategies that work for you.

4 Min. Read

Is There a Retirement Crisis in America?

Do current trends add up to a retirement crisis? What's at play and what can those in or nearing retirement do to ensure their own well being in retirement?

5 Min. Read

2024 Senior Discounts You May Be Missing Out On

Inflation isn't falling fast enough, there's a looming retirement crisis, if you're looking for some good news and a break for your budget, check out these 2023 senior discounts!

4 Min. Read

Everything You Need to Know About Social Security

Social security is a federal benefits program. Here is everything you need to know about how social security works, who it's for and when to start collecting your benefit.

4 Min. Read

5 Ways to Lower Your Required Minimum Distributions (RMDs)

Everyone with tax deferred retirement savings is subject to required minimum distributions (RMDs) at some point. There are some things you can do to lower yours.

3 Min. Read

Understanding Mortgage Forbearance

If you are having a hard time making mortgage payments one option is to talk to your lender about mortgage forbearance. Here is how it works.

4 Min. Read

Should Retirees Worry About Their Bank Failing?

The nation's banks are under stress and several have already failed. Experts say we could see many more in the near future. Do retirees need to worry?