Please feel free to contact me with any questions
Contact: Brian East, CFP®This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much life insurance would you need to produce a sufficient income stream for your family?
How much would your monthly lease payment be?