My Expertise...Your Goals--Navigating You to your Financial Destination
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Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Beware of these traps that could upend your retirement.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
There are common mistakes you can avoid when saving for retirement.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
With alternative investments, it’s critical to sort through the complexity.
$1 million in a diversified portfolio could help finance part of your retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
When should you take your Social Security benefit?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.