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Contact: Brian East, CFP®This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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.
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
How Long Will It Take to Pay my Balance?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much will it cost to pay off a loan over its lifetime?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.