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You
Financially
Secure?
Let's find out.
Now building customized financial plans for clients!
Love scrolling? Check us out on Facebook!
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
How much will it cost to pay off a loan over its lifetime?
Will you be able to afford nursing home care?
How much can you afford to pay for a car?
This calculator can help you determine whether you should consider converting to a Roth IRA.