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.
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.
How Long Will It Take to Pay my Balance?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.