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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.
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.
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Determine whether you should consider refinancing your mortgage.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Will you be able to afford nursing home care?