Aimed at Growing, Protecting, and Transferring Your Lifestyle and Legacy
Welcome to My Website !
Welcome to My Website !
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
How Long Will Your Funds Last?
This calculator is designed to help you attach a dollar figure to your life’s work.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How much can you afford to pay for a car?