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. |
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.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
How much do you need to save each year to meet your long-term financial goals?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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.