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Videos

We have interesting videos for you to watch on my site.

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Calculators

You can review interesting calculators on my site.

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Newsletters

  • A Mortgage Recast Is an Alternative to Refinancing

    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.

  • On the Move Again: International Travel Tips

    Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.

  • Talk About These Money Matters Before the Wedding

    Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.

  • How Taxes Impact Your Retirement-Income Strategy

    Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.

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Calculators

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck