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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!
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.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much do you need to save each year to meet your long-term financial goals?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Knowing your likely life expectancy is an important factor in making long-term financial plans.