Please feel free to contact me with any questions
Contact: Brian East, CFP®This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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.
Determine whether you should consider refinancing your mortgage.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.