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Contact: Brian East, CFP®Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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.
Will you be able to afford nursing home care?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How Long Will It Take to Pay my Balance?
Knowing your likely life expectancy is an important factor in making long-term financial plans.