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. |
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How much do you need to save each year to meet your long-term financial goals?
How much can you afford to pay for a car?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.