Certified Financial Planner; Tax Preparation & Planning Services

When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much life insurance would you need to produce a sufficient income stream for your family?
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Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
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AMEX Composite | 2,702.95 | +1.03% |
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