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Contact: Brian East, CFP®This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How Long Will Your Funds Last?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.