FINANCIAL PLANNING & INVESTMENT
Specializing in the needs of individuals
How sector funds can help diversify a portfolio and the risks associated with sector investing.
Strategies to help freelancers in covering health-care costs, meeting tax requirements, and saving for retirement.
A letter of instruction has no formal legal status, but it could be just as important as a will to help loved ones settle an estate.
Estimate short-term and long-term federal capital gains taxes
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much would your monthly lease payment be?