College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Savings Accumulation

Estimate the future value of your current savings.

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Settling an Estate

Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.

Stacking Up Tax Breaks for Business Investments

Tax code provisions may allow for larger, immediate deductions for businesses: bonus depreciation and IRC Section 179 expensing.

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.

Risk Tolerance Is About You, Not the Market

An investor’s personal situation should be considered when assessing his or her risk tolerance.

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