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Contact: Brian East, CFP®Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How Long Will Your Funds Last?
This calculator is designed to help you attach a dollar figure to your life’s work.