Retirement, Income and Tax Planning
Investment Management, Life Management, Wealth Management since 1977
Retirement, Income and Tax Planning
Investment Management, Life Management, Wealth Management since 1977
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate how much income and savings you may need in retirement.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.