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Contact: Brian East, CFP®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.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
This calculator can help you determine how soon you can pay off your mortgage.
How much will it cost to pay off a loan over its lifetime?
How much can you afford to pay for a car?
Estimate the future value of your current savings.