Please feel free to contact me with any questions
Contact: Brian East, CFP®An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much will it cost to pay off a loan over its lifetime?
How Long Will Your Funds Last?
How much can you afford to pay for a car?