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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 looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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?
How much can you afford to pay for a car?