Please feel free to contact me with any questions
Contact: Brian East, CFP®In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Use this calculator to estimate how much income and savings you may need in retirement.
How much can you afford to pay for a car?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.