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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.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Will you be able to afford nursing home care?
Determine whether you should consider refinancing your mortgage.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate how much income and savings you may need in retirement.