Charting a Course Towards Your Financial Goals
Welcome to the Waldman Financial Advisers website.
Welcome to the Waldman Financial Advisers website.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This calculator can help you determine how soon you can pay off your mortgage.
How much will it cost to pay off a loan over its lifetime?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Determine whether you should consider refinancing your mortgage.