Sign up for my Free Monthly E-Newsletter so you can learn how others are planning and investing for their Retirement.
SubscribeSign up to receive a Complimentary Financial Review so we can look at the various strategies and options available to help you meet your Retirement Goals.
Sign upReceiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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.
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
How Long Will It Take to Pay my Balance?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much would your monthly lease payment be?
How Long Will Your Funds Last?