
Chartered Financial Consultant Designation®
Thank you for stopping by my website. We look forward to serving you. Your trust and confidence are greatly appreciated.
Thank you for stopping by my website. We look forward to serving you. Your trust and confidence are greatly appreciated.
The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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.
Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.
How long will my current life insurance proceeds last?
Are my current retirement savings sufficient?
What are my needs for burial and final expenses?
How much am I spending?