
Retirement, Income and Tax Planning
Investment Management, Life Management, Wealth Management since 1977
Retirement, Income and Tax Planning
Investment Management, Life Management, Wealth Management since 1977
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
This article discusses why the values of U.S. commercial property and homes have performed differently and how lingering weakness in the real estate sector could affect the economy.
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.