Please feel free to contact me with any questions
Contact: Brian East, CFP®Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Determine whether you should consider refinancing your mortgage.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.