Please feel free to contact me with any questions
Contact: Brian East, CFP®Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
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.
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How Long Will Your Funds Last?
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate the future value of your current savings.