It's Okay To Ask For Directions.With so many paths to choose, it's easy to get lost on your way to a secure retirement. The right directions can make all the difference. I can help you create a road map and choose the investment vehicles that align with your needs.
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.
It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.
How much can you afford to pay for a car?
How much will it cost to pay off a loan over its lifetime?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.