Please feel free to contact me with any questions
Contact: Brian East, CFP®This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.