Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Taking a Team Approach to Retirement Savings

Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.

HOT TOPIC: Monetary Policy: Should Investors Fear the Fed?

How the Federal Reserve Board’s actions influence interest rates, economic growth, and inflation.

Competing Goals: Pay Off Student Loans or Save for Retirement?

Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.

Getting Real About Retirement

This article features a worksheet and relevant information to help estimate retirement expenses and income.

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Check the background of this financial professional on FINRA's BrokerCheck