Certified Financial Planner; Tax Planning Services
Newsletters
-
Considering Preferreds? Proceed with Caution
Considering investing in preferred stocks? This overview examines the risks and potential benefits.
-
Help with College: A Gift for Your Grandkids
Helping a grandchild obtain a college degree could be life-changing for the student. Still, it’s important to consider how a gift could affect student aid and taxes.
-
Dealing with Divorce
Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?