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Meet our TeamIn the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
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.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Use this calculator to estimate how much income and savings you may need in retirement.
How much do you need to save each year to meet your long-term financial goals?
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.