
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?

It begins with a plan
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

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Insurance

Education Saving

Gifting or Giving Strategies
Helpful content
I offer a full library of resources to help boost your financial planning knowledge.

Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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