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.
Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.
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.
The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
This calculator is designed to help you attach a dollar figure to your life’s work.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.