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R
You
Financially
Secure?
Let's find out.
Now building customized financial plans for clients!
Love scrolling? Check us out on Facebook!
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much do you need to save each year to meet your long-term financial goals?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
A balance sheet summarizes your assets and liabilities and reveals your net worth.