"The stock market is like a man and a yo yo walking up a flight of stairs. Keep your eye on the stairs."
Anonymous 2008
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Newsletters
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Car Affordability
How much can you afford to pay for a car?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Lease Payment
How much would your monthly lease payment be?