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Contact: Brian East, CFP®Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
How much life insurance would you need to produce a sufficient income stream for your family?
How much would your monthly lease payment be?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.