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.
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Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How much would your monthly lease payment be?