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
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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 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.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Determine whether you should consider refinancing your mortgage.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much do you need to save each year to meet your long-term financial goals?