
Chartered Financial Consultant Designation®
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Thank you for stopping by my website. We look forward to serving you. Your trust and confidence are greatly appreciated.
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
How much should I save to reach my goal?
How much Life Insurance do I need?
How long will my current life insurance proceeds last?
How much retirement income might my 401(k) provide?