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Contact: Brian East, CFP®High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Compare the potential future value of tax-deferred investments to that of taxable investments.
This calculator is designed to help you attach a dollar figure to your life’s work.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Knowing your likely life expectancy is an important factor in making long-term financial plans.