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. |
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.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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.
How much do you need to save each year to meet your long-term financial goals?