AMERICAN WEALTH MANAGEMENT FORM CRS
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Newsletters
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A Mortgage Recast Is an Alternative to Refinancing
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.
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REITs, Rates, and Income
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.
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.