Do You Know Your Number?
|
Are you on the right path? Do you know exactly how much money you would need to retire comfortably and remain comfortably retired? Working with our team, we help you build and maintain your financial independence.
|
Newsletters
-
New Tax Breaks for Pass-Through Entities
The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.
-
Medicare Open Enrollment
The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.
Calculators
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.