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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 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.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate the future value of your current savings.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.