Please feel free to contact me with any questions
Contact: Brian East, CFP®In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
How Long Will Your Funds Last?
This calculator is designed to help you attach a dollar figure to your life’s work.
How much would your monthly lease payment be?
How much do you need to save each year to meet your long-term financial goals?