Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
One way to find money is to examine your current spending habits and eliminate money wasters.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
You’ve made investments your whole life. Work with us to help make the most of them.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What is your plan for health care during retirement?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.