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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There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate the future value of your current savings.
How much would your monthly lease payment be?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.