Please feel free to contact me with any questions
Contact: Brian East, CFP®This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Will you be able to afford nursing home care?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.