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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.
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.
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How Long Will Your Funds Last?
Use this calculator to determine whether you qualify for the different types of IRAs.
Last Closing Prices
Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
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Nasdaq 100 | 13,282.95 | +2.89% |
NYSE Composite | 15,327.77 | +2.11% |
AMEX Composite | 2,625.56 | +0.92% |
PHLX Semiconductor Index | 1,354.81 | -0.47% |
OSX Oil Service Sector Index | 95.32 | -1.45% |
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