Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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A Map to Guide Your Family

A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.

Indexed Annuities: Potential Gain with Some Downside Protection

Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

Why Hold Money Market Mutual Funds?

Why investors still hold money market mutual funds despite low returns.

Pick Your Plastic: Debit or Credit?

Some pros and cons for the use of credit cards versus debit cards for purchases.

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