IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Roth IRA Conversion

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

Car Affordability

How much can you afford to pay for a car?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Retirement Planning: How Secure Is Social Security?

View Social Security’s financial outlook, plus seven proposed fixes for a looming shortfall that may affect future benefits.

Help with College: A Gift for Your Grandkids

Helping a grandchild obtain a college degree could be life-changing for the student. Still, it’s important to consider how a gift could affect student aid and taxes.

Clarifying Tax Deductions for Meals and Entertainment

Wondering if you can still write off 50% of the cost of business meals? Find out what is and isn’t deductible.

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.

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