Through thoughtful planning and practical guidance, I help affluent individuals and families pursue their financial goals and work toward making their philanthropic visions a reality. |
Through thoughtful planning and practical guidance, I help affluent individuals and families pursue their financial goals and work toward making their philanthropic visions a reality. |
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.