Aimed at Growing, Protecting, and Transferring Your Lifestyle and Legacy
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Welcome to My Website !
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Determine whether you should consider refinancing your mortgage.
How Long Will Your Funds Last?