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START PLANNING FOR YOUR FINANCIAL FUTURE NOW!
- Do you need a financial health checkup?
- Confused about college savings plans (529 plans)?
- Need assistance with retirement planning?
- Need direction for LTC and Life Insurance?
- Have questions about taxable events?
Call for a complimentary comprehensive financial consultation.
Consultation by appointment only.
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"Plan Your Future...Enrich Your Life"
CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.
Newsletters
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Concerned About Inflation? Consider TIPS
Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.
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Following the Inflation Debate
See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
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Child Tax Credit for 2021: Will You Get More?
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Car Affordability
How much can you afford to pay for a car?