Planning For Retirement
The path towards your financial future requires a clear vision, a detailed plan, and a dynamic team. Taking every factor of this important process into account, we construct an easy to follow map toward building and retaining wealth.
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Your Education Center
You are invited to learn more about a variety of financial planning topics. Through this interactive section, learn from videos and presentations at your fingertips. Be sure to send me any questions that you may have.
Newsletters
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Consider REITs for Income and Diversification
Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
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HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
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Three Generations of Retirement Strategies
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,827.36 | +0.36% |
| Dow Jones Transportation | 9,235.70 | +0.90% |
| Dow Jones Utilities | 786.89 | +0.22% |
| Nasdaq 100 | 10,341.89 | +0.61% |
| NYSE Composite | 11,991.52 | +0.76% |
| AMEX Composite | 1,989.24 | +0.67% |
| PHLX Semiconductor Index | 1,993.61 | +1.35% |
| OSX Oil Service Sector Index | 32.73 | +0.98% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.