My Expertise...Your Goals--Navigating You to your Financial Destination
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How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Bonds may outperform stocks one year only to have stocks rebound the next.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Can you keep up with your children’s mobile slang?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
In the face of divorce, making changes to insurance coverage may be overlooked.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
What is your plan for health care during retirement?
How do the markets usually react to elections? Was the 2016 election any different?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Are you ready for retirement? Here are five words you should consider.
A bucket plan can help you be better prepared for a comfortable retirement.