We cover all areas of financial management from investment and retirement planning, to risk management, and estate conservation.
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Meet our TeamThis article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
How much can you afford to pay for a car?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
This calculator can help you determine whether you should consider converting to a Roth IRA.